Compare · 3 funds side by side · dividends reinvested

ISCG, IJH and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,928IJH · best of the three

Story of the three · IncomeMost incomeIJH · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

ISCG, IJH and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$107B1.8

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.2%+19.1%+3.7%−11.4%18.8%$973M2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: ISCG 2004 · IJH 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Small-Cap Growth ETF · $973M$11,972

ISCG

IJH

iShares Core S&P Mid-Cap ETF · $126B$13,928

$10,000 five years ago, dividends reinvested · they hold 38.9% in common

ISCGMeasure

More Ways to See the Pairs

ISCG vs IJH: Top 5 Holdings

Today

ISCG

3.7%in top 5

IJH

in top 53.6%

ISCGStockIJH

1.0%OKTAnot top 5

0.8%TEAMnot top 5

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

Cost, Income and Risk

Fees: ISCG, IJH, IJR

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

ISCG0.06%$6

IJR0.06%$6

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: ISCG, IJH, IJR

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

IJH

+12.3%Year to dateJan 1 → Nov 11+14.2%

+13.2%1 yearTotal return+15.9%

+19.1%3 years · per year$10,000 became $16,884 · $15,885+16.7%

+3.7%5 years · per year$10,000 became $11,972 · $13,928+6.9%

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

0.65%Trailing 12-mo yield$65 · $121 a year on $10k1.21%

−11.4%Worst dropSmaller is better−8.8%

18.8%VolatilityLower is calmer15.7%

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

1–7IJH wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5USFD0.7%

not top 5THC0.7%

0.7%GHnot top 5

0.6%Unot top 5

0.6%NBIXnot top 5

Held in common38.9%

End-of-day Nov 11, 2026 · share of each fund

ISCG vs IJH Returns, Every Period

5Y

iSharesISCG

+3.7%

5 years, per year

IJHiShares

+6.9%

5 years, per year

ISCGIJHFaded: behind in that period

1–3IJH wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

ISCG vs IJH

YTD

iSharesISCG

+12.3%

IJHiShares

+14.2%

+12.3%Year to date+14.2%

−11.4%Worst drop · 1Y−8.8%

18.8%Volatility · 1Y15.7%

0.6%Yield1.2%

$973MAssets$126B

4–0IJH wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

IJR1.20%$120

ISCG0.65%$65

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IJH

IJH$121 − $5 = $116

IJR$120 − $6 = $114

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: ISCG, IJH, IJR

Today

38.9%most shared, ISCG and IJH

ISCGIJHIJR

ISCG—38.9%25.0%

IJH38.9%—0.0%

IJR25.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.0%IJR, at 16.3% volatility

IJHWorst drop−8.8%15.7% vol

IJRWorst drop−9.7%16.3% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJHIJR

+14.2%Year to date+19.4%

1.2%Yield1.2%

+15.9%Past year+21.0%

0.05%Fee0.06%

2–1IJR wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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ISCG, IJH and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three