Compare · 2 funds side by side · dividends reinvested

IWN and IJH

IWNiShares×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,927IWN · best of the two

02 / 04

IWN and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.54%+17.7%+22.7%+20.4%+6.8%−8.5%15.9%$14.3B1.3

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%$125B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IWN 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Value ETF · $14.3B$13,927

IWN

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

IWNMeasureIJH

+17.7%Year to dateJan 1 → Nov 5+9.5%

+22.7%1 yearTotal return+12.9%

+20.4%3 years · per year$10,000 became $17,460 · $15,806+16.5%

+6.8%5 years · per year$10,000 became $13,927 · $13,830+6.7%

0.24%Expense ratio$24 · $5 a year on $10k · lower is better0.05%

1.54%Trailing 12-mo yield$154 · $126 a year on $10k1.26%

−8.5%Worst dropSmaller is better−8.8%

15.9%VolatilityLower is calmer15.5%

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

6–2IWN wins

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

More Ways to See the Pairs

IWN vs IJH: Top 5 Holdings

Today

IWN

2.9%in top 5

IJH

in top 53.5%

IWNStockIJH

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

0.6%UMBFnot top 5

0.6%JXNnot top 5

0.6%CTREnot top 5

0.6%VSATnot top 5

0.5%ONBnot top 5

Held in common8.2%

End-of-day Nov 5, 2026 · share of each fund

IWN vs IJH Returns, Every Period

iSharesIWN

+6.8%

5 years, per year

IJHiShares

+6.7%

5 years, per year

IWNIJHFaded: behind in that period

4–0IWN wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWN vs IJH

YTD

iSharesIWN

+17.7%

IJHiShares

+9.5%

+17.7%Year to date+9.5%

−8.5%Worst drop · 1Y−8.8%

15.9%Volatility · 1Y15.5%

1.5%Yield1.3%

$14.3BAssets$125B

3–1IWN wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWN, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWN0.24%$24

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWN, IJH

1.54%highest, IWN

FundTrailing yieldYield$10k

IWN1.54%$154

IJH1.26%$126

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

IJH$126 − $5 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWN, IJH

Today

8.2%most shared, IWN and IJH

IWNIJH

IWN—8.2%

IJH8.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.7%IWN, at 15.9% volatility

IJHWorst drop−8.8%15.5% vol

IWNWorst drop−8.5%15.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWNIJH

+17.7%Year to date+9.5%

1.5%Yield1.3%

+22.7%Past year+12.9%

0.24%Fee0.05%

3–1IWN wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026