Compare · 2 funds side by side · dividends reinvested

IWD and IJH

IWDiShares×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

IWD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.1

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%$125B1.9

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: IWD 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.2B$17,870

IWD

IJH

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

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

IWDMeasureIJH

+27.5%Year to dateJan 1 → Nov 4+13.9%

+32.0%1 yearTotal return+16.4%

+24.5%3 years · per year$10,000 became $19,285 · $16,594+18.4%

+12.3%5 years · per year$10,000 became $17,870 · $14,620+7.9%

0.18%Expense ratio$18 · $5 a year on $10k · lower is better0.05%

1.33%Trailing 12-mo yield$133 · $121 a year on $10k1.21%

−6.8%Worst dropSmaller is better−8.8%

11.2%VolatilityLower is calmer15.0%

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

7–1IWD wins

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

More Ways to See the Pairs

IWD vs IJH: Top 5 Holdings

Today

IWD

21.9%in top 5

IJH

in top 53.6%

IWDStockIJH

5.9%AMZNnot top 5

5.8%AAPLnot top 5

5.1%MSFTnot top 5

2.7%BRK-Bnot top 5

2.4%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 common6.2%

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

IWD vs IJH Returns, Every Period

iSharesIWD

+12.3%

5 years, per year

IJHiShares

+7.9%

5 years, per year

IWDIJHFaded: behind in that period

4–0IWD wins

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

IWD vs IJH

YTD

iSharesIWD

+27.5%

IJHiShares

+13.9%

+27.5%Year to date+13.9%

−6.8%Worst drop · 1Y−8.8%

11.2%Volatility · 1Y15.0%

1.3%Yield1.2%

$83.2BAssets$125B

4–0IWD wins

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

Cost, Income and Risk

Fees: IWD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWD0.18%$18

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

Yields: IWD, IJH

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

IJH1.21%$121

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IWD$133 − $18 = $115

KeptFee

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

Overlap: IWD, IJH

Today

6.2%most shared, IWD and IJH

IWDIJH

IWD—6.2%

IJH6.2%—

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

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

IWDIJH

+27.5%Year to date+13.9%

1.3%Yield1.2%

+32.0%Past year+16.4%

0.18%Fee0.05%

3–1IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026