Compare · 2 funds side by side · dividends reinvested

IJJ and IWR

IJJiShares×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,266IJJ · best of the two

02 / 04

IJJ and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.3

iShares S&P Mid-Cap 400 Value ETFUS Stock Styles · Mid cap0.18%1.58%+14.0%+17.8%+18.5%+8.8%−10.6%14.0%$8.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IJJ 2000 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Mid-Cap 400 Value ETF · $8.8B$15,266

IJJ

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 14.7% in common

IJJMeasureIWR

+14.0%Year to dateJan 1 → Nov 4+16.9%

+17.8%1 yearTotal return+18.2%

+18.5%3 years · per year$10,000 became $16,634 · $17,790+21.2%

+8.8%5 years · per year$10,000 became $15,266 · $14,596+7.9%

0.18%Expense ratio$18 · $18 a year on $10k · lower is better0.18%

1.58%Trailing 12-mo yield$159 · $114 a year on $10k1.14%

−10.6%Worst dropSmaller is better−8.2%

14.0%VolatilityLower is calmer13.4%

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

2–5IWR wins

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

More Ways to See the Pairs

IJJ vs IWR: Top 5 Holdings

Today

IJJ

5.9%in top 5

IWR

in top 53.7%

IJJStockIWR

1.3%RSnot top 5

1.3%USFDnot top 5

1.2%PRnot top 5

1.1%OVVnot top 5

1.1%SNXnot top 5

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common14.7%

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

IJJ vs IWR Returns, Every Period

iSharesIJJ

+8.8%

5 years, per year

IWRiShares

+7.9%

5 years, per year

IJJIWRFaded: behind in that period

1–3IWR wins

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

IJJ vs IWR

YTD

iSharesIJJ

+14.0%

IWRiShares

+16.9%

+14.0%Year to date+16.9%

−10.6%Worst drop · 1Y−8.2%

14.0%Volatility · 1Y13.4%

1.6%Yield1.1%

$8.8BAssets$58.2B

3–1IWR wins

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

Cost, Income and Risk

Fees: IJJ, IWR

Today

0.18%lowest, IJJ

FundExpense ratioFee$10k

IJJ0.18%$18

IWR0.18%$18

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

Yields: IJJ, IWR

1.58%highest, IJJ

FundTrailing yieldYield$10k

IJJ1.58%$159

IWR1.14%$114

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

Income After Fees on $10,000

$141most kept, IJJ

IJJ$159 − $18 = $141

IWR$114 − $18 = $96

KeptFee

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

Overlap: IJJ, IWR

Today

14.7%most shared, IJJ and IWR

IJJIWR

IJJ—14.7%

IWR14.7%—

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

Return vs Bumpiness: 2 ETFs

+18.2%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

IJJWorst drop−10.6%14.0% vol

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

Paid More vs Made More

YTD

IJJIWR

+14.0%Year to date+16.9%

1.6%Yield1.1%

+17.8%Past year+18.2%

0.18%Fee0.18%

2–1IWR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026