Compare · 3 funds side by side · dividends reinvested

FRTY, IJH and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

FRTY, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.6

Alger Mid Cap 40 ETFUS Stock Styles · Mid cap0.60%0.20%−4.5%−7.3%+20.4%−2.4%−19.0%28.7%$137M2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FRTY 2021 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Alger Mid Cap 40 ETF · $137M$8,847

FRTY

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

FRTYMeasureIJH

−4.5%Year to dateJan 1 → Nov 5+9.5%

−7.3%1 yearTotal return+12.9%

+20.4%3 years · per year$10,000 became $17,457 · $15,806+16.5%

−2.4%5 years · per year$10,000 became $8,847 · $13,830+6.7%

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

0.20%Trailing 12-mo yield$20 · $126 a year on $10k1.26%

−19.0%Worst dropSmaller is better−8.8%

28.7%VolatilityLower is calmer15.5%

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

1–7IJH wins

End-of-day Nov 5, 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

23.0%in top 5

IJH

in top 53.5%

FRTYStockIJH

5.1%FWONKnot top 5

4.9%RGENnot top 5

4.7%TWSTnot top 5

4.6%SNPSnot top 5

3.8%HEI-Anot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common3.5%

End-of-day Nov 5, 2026 · share of each fund

FRTY vs IJH Returns, Every Period

AlgerFRTY

−2.4%

5 years, per year

IJHiShares

+6.7%

5 years, per year

FRTYIJHFaded: behind in that period

1–3IJH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FRTY vs IJH

YTD

AlgerFRTY

−4.5%

IJHiShares

+9.5%

−4.5%Year to date+9.5%

−19.0%Worst drop · 1Y−8.8%

28.7%Volatility · 1Y15.5%

0.2%Yield1.3%

$137MAssets$125B

4–0IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FRTY, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

FRTY0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FRTY, IJH, VOO

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

VOO1.10%$110

FRTY0.20%$20

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

VOO$110 − $3 = $107

FRTY$20 − $60 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FRTY, IJH, VOO

Today

3.5%most shared, FRTY and IJH

FRTYIJHVOO

FRTY—3.5%1.0%

IJH3.5%—0.1%

VOO1.0%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

VOOWorst drop−8.9%13.5% vol

IJHWorst drop−8.8%15.5% vol

FRTYWorst drop−19.0%28.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHVOO

+9.5%Year to date+8.4%

1.3%Yield1.1%

+12.9%Past year+9.8%

0.05%Fee0.03%

3–1IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026