Compare · 2 funds side by side · dividends reinvested

IJH and IJR

IJHiShares×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

IJH and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$121B1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B1.6

Rank among the two1st → 2ndFee, 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: IJH 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $121B$13,830

IJH

IJR

iShares Core S&P Small-Cap ETF · $104B$13,136

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IJHMeasureIJR

+9.5%Year to dateJan 1 → Nov 5+15.4%

+12.9%1 yearTotal return+19.4%

+16.5%3 years · per year$10,000 became $15,806 · $16,200+17.4%

+6.7%5 years · per year$10,000 became $13,830 · $13,136+5.6%

0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%

1.26%Trailing 12-mo yield$126 · $124 a year on $10k1.24%

−8.8%Worst dropSmaller is better−9.7%

15.5%VolatilityLower is calmer16.3%

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

5–3IJH wins

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

More Ways to See the Pairs

IJH vs IJR: Top 5 Holdings

Today

IJH

3.5%in top 5

IJR

in top 52.7%

IJHStockIJR

0.8%UTHRnot top 5

0.7%FTInot top 5

0.7%ATInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

not top 5VSAT0.5%

Held in common0.0%

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

IJH vs IJR Returns, Every Period

iSharesIJH

+6.7%

5 years, per year

IJRiShares

+5.6%

5 years, per year

IJHIJRFaded: behind in that period

1–3IJR wins

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

IJH vs IJR

YTD

iSharesIJH

+9.5%

IJRiShares

+15.4%

+9.5%Year to date+15.4%

−8.8%Worst drop · 1Y−9.7%

15.5%Volatility · 1Y16.3%

1.3%Yield1.2%

$121BAssets$104B

3–1IJH wins

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

Cost, Income and Risk

Fees: IJH, IJR

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJR0.06%$6

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

Yields: IJH, IJR

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

IJR1.24%$124

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IJR$124 − $6 = $118

KeptFee

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

Overlap: IJH, IJR

Today

0.0%most shared, IJH and IJR

IJHIJR

IJH—0.0%

IJR0.0%—

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

Return vs Bumpiness: 2 ETFs

+19.4%IJR, at 16.3% volatility

IJHWorst drop−8.8%15.5% vol

IJRWorst drop−9.7%16.3% vol

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

Paid More vs Made More

YTD

IJHIJR

+9.5%Year to date+15.4%

1.3%Yield1.2%

+12.9%Past year+19.4%

0.05%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026