Compare · 3 funds side by side · dividends reinvested

ILCV, IJH and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,668ILCV · best of the three

02 / 04

ILCV, IJH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Value ETFUS Stock Styles · Value0.04%1.48%+19.9%+24.1%+23.9%+13.3%−6.5%10.0%$1.4B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

Rank among the three1st → 3rdFee, 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: ILCV 2004 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Value ETF · $1.4B$18,668

ILCV

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

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

ILCVMeasureIJH

+19.9%Year to dateJan 1 → Nov 4+13.9%

+24.1%1 yearTotal return+16.4%

+23.9%3 years · per year$10,000 became $19,027 · $16,594+18.4%

+13.3%5 years · per year$10,000 became $18,668 · $14,620+7.9%

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

1.48%Trailing 12-mo yield$148 · $121 a year on $10k1.21%

−6.5%Worst dropSmaller is better−8.8%

10.0%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 4, 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 53.6%

ILCVStockIJH

8.4%MSFTnot top 5

6.9%AAPLnot top 5

3.2%AMZNnot top 5

2.9%BRK-Bnot top 5

2.6%JPMnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common0.8%

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

ILCV vs IJH Returns, Every Period

iSharesILCV

+13.3%

5 years, per year

IJHiShares

+7.9%

5 years, per year

ILCVIJHFaded: behind in that period

4–0ILCV wins

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

ILCV vs IJH

YTD

iSharesILCV

+19.9%

IJHiShares

+13.9%

+19.9%Year to date+13.9%

−6.5%Worst drop · 1Y−8.8%

10.0%Volatility · 1Y15.0%

1.5%Yield1.2%

$1.4BAssets$125B

4–0ILCV wins

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

Cost, Income and Risk

Fees: ILCV, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ILCV0.04%$4

IJH0.05%$5

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

Yields: ILCV, IJH, VUG

1.48%highest, ILCV

FundTrailing yieldYield$10k

ILCV1.48%$148

IJH1.21%$121

VUG0.40%$40

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

Income After Fees on $10,000

$144most kept, ILCV

ILCV$148 − $4 = $144

IJH$121 − $5 = $116

VUG$40 − $3 = $37

KeptFee

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

Overlap: ILCV, IJH, VUG

Today

31.6%most shared, ILCV and VUG

ILCVIJHVUG

ILCV—0.8%31.6%

IJH0.8%—0.0%

VUG31.6%0.0%—

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

Return vs Bumpiness: 3 ETFs

+24.1%ILCV, at 10.0% volatility

ILCVWorst drop−6.5%10.0% vol

IJHWorst drop−8.8%15.0% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

ILCVIJH

+19.9%Year to date+13.9%

1.5%Yield1.2%

+24.1%Past year+16.4%

0.04%Fee0.05%

4–0ILCV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026