Compare · 2 funds side by side · dividends reinvested

IJH and ISCG

IJHiShares×ISCGiShares×

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 ISCG, 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%$121B1.1

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.68%+6.9%+9.6%+18.7%+3.5%−11.4%18.6%$927M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: IJH 2000 · ISCG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $927M$11,876

ISCG

IJH

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

$10,000 five years ago, dividends reinvested · they hold 39.6% in common

ISCGMeasureIJH

+6.9%Year to dateJan 1 → Nov 5+9.5%

+9.6%1 yearTotal return+12.9%

+18.7%3 years · per year$10,000 became $16,721 · $15,806+16.5%

+3.5%5 years · per year$10,000 became $11,876 · $13,830+6.7%

0.06%Expense ratio$6 · $5 a year on $10k · lower is better0.05%

0.68%Trailing 12-mo yield$68 · $126 a year on $10k1.26%

−11.4%Worst dropSmaller is better−8.8%

18.6%VolatilityLower is calmer15.5%

ISCGIJH 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

ISCG vs IJH: Top 5 Holdings

Today

ISCG

4.1%in top 5

IJH

in top 53.5%

ISCGStockIJH

1.1%OKTAnot top 5

1.0%TEAMnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

0.7%GHnot top 5

not top 5ATI0.7%

0.7%ROKUnot top 5

not top 5USFD0.7%

not top 5THC0.7%

0.6%RBRKnot top 5

Held in common39.6%

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

ISCG vs IJH Returns, Every Period

iSharesISCG

+3.5%

5 years, per year

IJHiShares

+6.7%

5 years, per year

ISCGIJHFaded: behind in that period

1–3IJH wins

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

ISCG vs IJH

YTD

iSharesISCG

+6.9%

IJHiShares

+9.5%

+6.9%Year to date+9.5%

−11.4%Worst drop · 1Y−8.8%

18.6%Volatility · 1Y15.5%

0.7%Yield1.3%

$927MAssets$121B

4–0IJH wins

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

Cost, Income and Risk

Fees: IJH, ISCG

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

ISCG0.06%$6

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

Yields: IJH, ISCG

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

ISCG0.68%$68

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

ISCG$68 − $6 = $62

KeptFee

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

Overlap: IJH, ISCG

Today

39.6%most shared, IJH and ISCG

IJHISCG

IJH—39.6%

ISCG39.6%—

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

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

ISCGWorst drop−11.4%18.6% vol

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

Paid More vs Made More

YTD

IJHISCG

+9.5%Year to date+6.9%

1.3%Yield0.7%

+12.9%Past year+9.6%

0.05%Fee0.06%

4–0IJH wins

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