Compare · 3 funds side by side · dividends reinvested

IJR, VUG and IJH

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

IJR, VUG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.2%+17.1%+4.8%−9.7%16.4%$106B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$221B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: IJR 2000 · VUG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P Small-Cap ETF · $106B$12,645

IJR

VUG

Vanguard Morningstar Growth ETF · $221B$16,151

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

IJRMeasure

More Ways to See the Pairs

IJR vs VUG: Top 5 Holdings

Today

IJR

2.7%in top 5

VUG

in top 545.2%

IJRStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: IJR, VUG, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

IJR0.06%$6

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IJR, VUG, IJH

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$221BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VUG

+18.0%Year to dateJan 1 → Nov 13+3.9%

+19.2%1 yearTotal return+2.8%

+17.1%3 years · per year$10,000 became $16,058 · $17,979+21.6%

+4.8%5 years · per year$10,000 became $12,645 · $16,151+10.1%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

1.21%Trailing 12-mo yield$121 · $41 a year on $10k0.41%

−9.7%Worst dropSmaller is better−15.1%

16.4%VolatilityLower is calmer19.1%

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

5–3IJR wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

0.6%VSATnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PAYCnot top 5

0.5%TGTXnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

IJR vs VUG Returns, Every Period

5Y

iSharesIJR

+4.8%

5 years, per year

VUGVanguard

+10.1%

5 years, per year

IJRVUGFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IJR vs IJH

YTD

iSharesIJR

+18.0%

IJHiShares

+12.7%

+18.0%Year to date+12.7%

−9.7%Worst drop · 1Y−8.8%

16.4%Volatility · 1Y15.8%

1.2%Yield1.2%

$106BAssets$124B

2–1IJH wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

IJR1.21%$121

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

IJR$121 − $6 = $115

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IJR, VUG, IJH

Today

0.0%most shared, IJR and VUG

IJRVUGIJH

IJR—0.0%0.0%

VUG0.0%—0.0%

IJH0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.2%IJR, at 16.4% volatility

IJHWorst drop−8.8%15.8% vol

IJRWorst drop−9.7%16.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IJHIJR

+12.7%Year to date+18.0%

1.2%Yield1.2%

+14.0%Past year+19.2%

0.05%Fee0.06%

2–1IJR wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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IJR, VUG and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three