Compare · 2 funds side by side · dividends reinvested

ILCV and IJH

ILCViShares×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,950ILCV · best of the two

02 / 04

ILCV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Value ETFUS Stock Styles · Value0.04%1.52%+16.8%+20.6%+23.3%+12.4%−6.5%9.7%$1.4B1.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: ILCV 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Value ETF · $1.4B$17,950

ILCV

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

ILCVMeasureIJH

+16.8%Year to dateJan 1 → Nov 3+13.2%

+20.6%1 yearTotal return+15.7%

+23.3%3 years · per year$10,000 became $18,724 · $16,625+18.5%

+12.4%5 years · per year$10,000 became $17,950 · $14,303+7.4%

0.04%Expense ratio$4 · $5 a year on $10k · lower is better0.05%

1.52%Trailing 12-mo yield$152 · $122 a year on $10k1.22%

−6.5%Worst dropSmaller is better−8.8%

9.7%VolatilityLower is calmer15.0%

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

8–0ILCV wins

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

More Ways to See the Pairs

ILCV vs IJH: Top 5 Holdings

Today

ILCV

24.0%in top 5

IJH

in top 53.9%

ILCVStockIJH

8.4%MSFTnot top 5

7.2%AAPLnot top 5

3.1%AMZNnot top 5

2.9%BRK-Bnot top 5

2.6%JPMnot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common0.8%

End-of-day Nov 3, 2026 · share of each fund

ILCV vs IJH Returns, Every Period

iSharesILCV

+12.4%

5 years, per year

IJHiShares

+7.4%

5 years, per year

ILCVIJHFaded: behind in that period

4–0ILCV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ILCV vs IJH

YTD

iSharesILCV

+16.8%

IJHiShares

+13.2%

+16.8%Year to date+13.2%

−6.5%Worst drop · 1Y−8.8%

9.7%Volatility · 1Y15.0%

1.5%Yield1.2%

$1.4BAssets$125B

4–0ILCV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ILCV, IJH

Today

0.04%lowest, ILCV

FundExpense ratioFee$10k

ILCV0.04%$4

IJH0.05%$5

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ILCV, IJH

1.52%highest, ILCV

FundTrailing yieldYield$10k

ILCV1.52%$152

IJH1.22%$122

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$148most kept, ILCV

ILCV$152 − $4 = $148

IJH$122 − $5 = $117

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ILCV, IJH

Today

0.8%most shared, ILCV and IJH

ILCVIJH

ILCV—0.8%

IJH0.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.6%ILCV, at 9.7% volatility

ILCVWorst drop−6.5%9.7% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ILCVIJH

+16.8%Year to date+13.2%

1.5%Yield1.2%

+20.6%Past year+15.7%

0.04%Fee0.05%

4–0ILCV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026