Compare · 2 funds side by side · dividends reinvested

IMCG and IJH

IMCGiShares×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,620IJH · best of the two

02 / 04

IMCG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.3

iShares Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.06%0.66%+18.6%+15.6%+21.7%+6.2%−10.2%17.4%$4.1B1.8

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: IMCG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap Growth ETF · $4.1B$13,485

IMCG

IJH

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

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

IMCGMeasureIJH

+18.6%Year to dateJan 1 → Nov 4+13.9%

+15.6%1 yearTotal return+16.4%

+21.7%3 years · per year$10,000 became $18,039 · $16,594+18.4%

+6.2%5 years · per year$10,000 became $13,485 · $14,620+7.9%

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

0.66%Trailing 12-mo yield$66 · $121 a year on $10k1.21%

−10.2%Worst dropSmaller is better−8.8%

17.4%VolatilityLower is calmer15.0%

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

2–6IJH wins

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

More Ways to See the Pairs

IMCG vs IJH: Top 5 Holdings

Today

IMCG

6.2%in top 5

IJH

in top 53.6%

IMCGStockIJH

1.4%SNOWnot top 5

1.3%JCInot top 5

1.2%FCXnot top 5

1.2%NETnot top 5

1.1%DELLnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common6.6%

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

IMCG vs IJH Returns, Every Period

iSharesIMCG

+6.2%

5 years, per year

IJHiShares

+7.9%

5 years, per year

IMCGIJHFaded: behind in that period

2–2Level

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

IMCG vs IJH

YTD

iSharesIMCG

+18.6%

IJHiShares

+13.9%

+18.6%Year to date+13.9%

−10.2%Worst drop · 1Y−8.8%

17.4%Volatility · 1Y15.0%

0.7%Yield1.2%

$4.1BAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: IMCG, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IMCG0.06%$6

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

Yields: IMCG, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

IMCG0.66%$66

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IMCG$66 − $6 = $60

KeptFee

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

Overlap: IMCG, IJH

Today

6.6%most shared, IMCG and IJH

IMCGIJH

IMCG—6.6%

IJH6.6%—

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

Return vs Bumpiness: 2 ETFs

+16.4%IJH, at 15.0% volatility

IJHWorst drop−8.8%15.0% vol

IMCGWorst drop−10.2%17.4% vol

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

Paid More vs Made More

YTD

IJHIMCG

+13.9%Year to date+18.6%

1.2%Yield0.7%

+16.4%Past year+15.6%

0.05%Fee0.06%

3–1IJH 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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026