Compare · 3 funds side by side · dividends reinvested

IWM, ISCG and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,830IJH · best of the three

02 / 04

IWM, ISCG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B1.9

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$927M2.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

IWM

ISCG

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

$10,000 five years ago, dividends reinvested · they hold 40.1% in common

IWMMeasureISCG

+11.9%Year to dateJan 1 → Nov 6+7.9%

+13.0%1 yearTotal return+9.1%

+19.6%3 years · per year$10,000 became $17,100 · $16,813+18.9%

+5.0%5 years · per year$10,000 became $12,766 · $11,960+3.6%

0.19%Expense ratio$19 · $6 a year on $10k · lower is better0.06%

1.00%Trailing 12-mo yield$100 · $67 a year on $10k0.67%

−11.1%Worst dropSmaller is better−11.4%

18.7%VolatilityLower is calmer18.5%

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

6–2IWM 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 ISCG: Top 5 Holdings

Today

IWM

1.8%in top 5

ISCG

in top 54.0%

IWMStockISCG

not top 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

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 common40.1%

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

IWM vs ISCG Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

IWMISCGFaded: behind in that period

4–0IWM 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, ISCG, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

ISCG0.06%$6

IWM0.19%$19

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

Yields: IWM, ISCG, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

IWM1.00%$100

ISCG0.67%$67

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

ISCG$67 − $6 = $61

KeptFee

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

Overlap: IWM, ISCG, IJH

Today

40.1%most shared, IWM and ISCG

IWMISCGIJH

IWM—40.1%12.9%

ISCG40.1%—39.5%

IJH12.9%39.5%—

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

ISCGWorst drop−11.4%18.5% vol

IWMWorst drop−11.1%18.7% 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026