Compare · 2 funds side by side · dividends reinvested

IJH and IWD

IJHiShares×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,246IWD · best of the two

02 / 04

IJH and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$83.3B1.1

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%$121B1.9

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 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IJH

IWD

iShares Russell 1000 Value ETF · $83.3B$17,246

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

IJHMeasureIWD

+9.5%Year to dateJan 1 → Nov 5+24.1%

+12.9%1 yearTotal return+29.3%

+16.5%3 years · per year$10,000 became $15,806 · $18,611+23.0%

+6.7%5 years · per year$10,000 became $13,830 · $17,246+11.5%

0.05%Expense ratio$5 · $18 a year on $10k · lower is better0.18%

1.26%Trailing 12-mo yield$126 · $137 a year on $10k1.37%

−8.8%Worst dropSmaller is better−6.8%

15.5%VolatilityLower is calmer11.6%

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

1–7IWD 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 IWD: Top 5 Holdings

Today

IJH

3.5%in top 5

IWD

in top 522.6%

IJHStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.3%

not top 5BRK-B2.8%

not top 5JPM2.4%

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

Held in common6.1%

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

IJH vs IWD Returns, Every Period

iSharesIJH

+6.7%

5 years, per year

IWDiShares

+11.5%

5 years, per year

IJHIWDFaded: behind in that period

0–4IWD wins

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

IJH vs IWD

YTD

iSharesIJH

+9.5%

IWDiShares

+24.1%

+9.5%Year to date+24.1%

−8.8%Worst drop · 1Y−6.8%

15.5%Volatility · 1Y11.6%

1.3%Yield1.4%

$121BAssets$83.3B

4–0IWD wins

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

Cost, Income and Risk

Fees: IJH, IWD

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWD0.18%$18

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

Yields: IJH, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

IJH1.26%$126

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IWD$137 − $18 = $119

KeptFee

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

Overlap: IJH, IWD

Today

6.1%most shared, IJH and IWD

IJHIWD

IJH—6.1%

IWD6.1%—

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

Return vs Bumpiness: 2 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

IWDIJH

+24.1%Year to date+9.5%

1.4%Yield1.3%

+29.3%Past year+12.9%

0.18%Fee0.05%

3–1IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$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