Compare · 2 funds side by side · dividends reinvested

FRTY and IJH

FRTYAlger×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,620IJH · best of the two

02 / 04

FRTY and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.1

Alger Mid Cap 40 ETFUS Stock Styles · Mid cap0.60%0.19%+3.3%−4.8%+24.3%−0.9%−18.8%28.4%$139M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FRTY 2021 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Alger Mid Cap 40 ETF · $139M$9,587

FRTY

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

FRTYMeasureIJH

+3.3%Year to dateJan 1 → Nov 4+13.2%

−4.8%1 yearTotal return+15.7%

+24.3%3 years · per year$10,000 became $19,222 · $16,625+18.5%

−0.9%5 years · per year$10,000 became $9,564 · $14,303+7.4%

0.60%Expense ratio$60 · $5 a year on $10k · lower is better0.05%

0.19%Trailing 12-mo yield$19 · $122 a year on $10k1.22%

−18.8%Worst dropSmaller is better−8.8%

28.4%VolatilityLower is calmer15.0%

FRTYIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7IJH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FRTY vs IJH: Top 5 Holdings

Today

FRTY

22.6%in top 5

IJH

in top 53.9%

FRTYStockIJH

4.9%FWONKnot top 5

4.8%RGENnot top 5

4.7%SNPSnot top 5

4.4%TWSTnot top 5

3.8%HEI-Anot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common3.8%

End-of-day Nov 4, 2026 · share of each fund

FRTY vs IJH Returns, Every Period

AlgerFRTY

−0.9%

5 years, per year

IJHiShares

+7.4%

5 years, per year

FRTYIJHFaded: behind in that period

1–3IJH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FRTY vs IJH

YTD

AlgerFRTY

+3.3%

IJHiShares

+13.2%

+3.3%Year to date+13.2%

−18.8%Worst drop · 1Y−8.8%

28.4%Volatility · 1Y15.0%

0.2%Yield1.2%

$139MAssets$125B

4–0IJH wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FRTY, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

FRTY0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FRTY, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

FRTY0.19%$19

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

FRTY$19 − $60 = −$41

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FRTY, IJH

Today

3.8%most shared, FRTY and IJH

FRTYIJH

FRTY—3.8%

IJH3.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.7%IJH, at 15.0% volatility

IJHWorst drop−8.8%15.0% vol

FRTYWorst drop−18.8%28.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHFRTY

+13.2%Year to date+3.3%

1.2%Yield0.2%

+15.7%Past year−4.8%

0.05%Fee0.60%

4–0IJH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026