Compare · 3 funds side by side · dividends reinvested

IWM, IJH and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

IWM, IJH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.8

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWM 2000 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.4B$12,766

IWM

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

IWMMeasureIJH

+11.9%Year to dateJan 1 → Nov 6+9.5%

+13.0%1 yearTotal return+12.9%

+19.6%3 years · per year$10,000 became $17,100 · $15,806+16.5%

+5.0%5 years · per year$10,000 became $12,766 · $13,830+6.7%

0.19%Expense ratio$19 · $5 a year on $10k · lower is better0.05%

1.00%Trailing 12-mo yield$100 · $126 a year on $10k1.26%

−11.1%Worst dropSmaller is better−8.8%

18.7%VolatilityLower is calmer15.5%

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

3–5IJH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs IJH: Top 5 Holdings

Today

IWM

1.8%in top 5

IJH

in top 53.5%

IWMStockIJH

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common12.9%

End-of-day Nov 6, 2026 · share of each fund

IWM vs IJH Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

IJHiShares

+6.7%

5 years, per year

IWMIJHFaded: behind in that period

3–1IWM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWM vs IJH

YTD

iSharesIWM

+11.9%

IJHiShares

+9.5%

+11.9%Year to date+9.5%

−11.1%Worst drop · 1Y−8.8%

18.7%Volatility · 1Y15.5%

1.0%Yield1.3%

$75.4BAssets$121B

3–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

IWM0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWM, IJH, VUG

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

IWM1.00%$100

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWM, IJH, VUG

Today

12.9%most shared, IWM and IJH

IWMIJHVUG

IWM—12.9%0.0%

IJH12.9%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.0%IWM, at 18.7% volatility

IJHWorst drop−8.8%15.5% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHIWM

+9.5%Year to date+11.9%

1.3%Yield1.0%

+12.9%Past year+13.0%

0.05%Fee0.19%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026