Compare · 2 funds side by side · dividends reinvested

IJR and IJH

IJRiShares×IJHiShares×

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

IJR and IJH, 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: IJR 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IJR

IJH

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

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

IJRMeasureIJH

+15.4%Year to dateJan 1 → Nov 5+9.5%

+19.4%1 yearTotal return+12.9%

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

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

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

1.24%Trailing 12-mo yield$124 · $126 a year on $10k1.26%

−9.7%Worst dropSmaller is better−8.8%

16.3%VolatilityLower is calmer15.5%

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

3–5IJH wins

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

More Ways to See the Pairs

IJR vs IJH: Top 5 Holdings

Today

IJR

2.7%in top 5

IJH

in top 53.5%

IJRStockIJH

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

0.5%VSATnot top 5

Held in common0.0%

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

IJR vs IJH Returns, Every Period

iSharesIJR

+5.6%

5 years, per year

IJHiShares

+6.7%

5 years, per year

IJRIJHFaded: behind in that period

3–1IJR wins

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

IJR vs IJH

YTD

iSharesIJR

+15.4%

IJHiShares

+9.5%

+15.4%Year to date+9.5%

−9.7%Worst drop · 1Y−8.8%

16.3%Volatility · 1Y15.5%

1.2%Yield1.3%

$104BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: IJR, IJH

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: IJR, IJH

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: IJR, IJH

Today

0.0%most shared, IJR and IJH

IJRIJH

IJR—0.0%

IJH0.0%—

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