Compare · 3 funds side by side · dividends reinvested

IWR, IJH and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

IWR, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: IWR 2001 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.2B$14,220

IWR

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

IWRMeasureIJH

+15.6%Year to dateJan 1 → Nov 3+13.2%

+16.7%1 yearTotal return+15.7%

+21.0%3 years · per year$10,000 became $17,698 · $16,625+18.5%

+7.3%5 years · per year$10,000 became $14,220 · $14,303+7.4%

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

1.15%Trailing 12-mo yield$115 · $122 a year on $10k1.22%

−8.2%Worst dropSmaller is better−8.8%

13.4%VolatilityLower is calmer15.0%

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

5–3IWR wins

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

More Ways to See the Pairs

IWR vs IJH: Top 5 Holdings

Today

IWR

3.8%in top 5

IJH

in top 53.9%

IWRStockIJH

not top 5OKTA1.0%

1.0%MPCnot top 5

0.8%PSXnot top 5

not top 5FTI0.8%

0.8%SNOWnot top 5

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

0.7%NETnot top 5

0.6%MRNAnot top 5

Held in common21.6%

End-of-day Nov 3, 2026 · share of each fund

IWR vs IJH Returns, Every Period

iSharesIWR

+7.3%

5 years, per year

IJHiShares

+7.4%

5 years, per year

IWRIJHFaded: behind in that period

3–1IWR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWR vs IJH

YTD

iSharesIWR

+15.6%

IJHiShares

+13.2%

+15.6%Year to date+13.2%

−8.2%Worst drop · 1Y−8.8%

13.4%Volatility · 1Y15.0%

1.2%Yield1.2%

$58.2BAssets$125B

3–0IWR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWR, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

IWR0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IWR, IJH, VOO

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

IWR1.15%$115

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

VOO$107 − $3 = $104

IWR$115 − $18 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IWR, IJH, VOO

Today

21.6%most shared, IWR and IJH

IWRIJHVOO

IWR—21.6%12.6%

IJH21.6%—0.1%

VOO12.6%0.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.7%IWR, at 13.4% volatility

VOOWorst drop−8.9%12.7% vol

IWRWorst drop−8.2%13.4% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IJHIWR

+13.2%Year to date+15.6%

1.2%Yield1.2%

+15.7%Past year+16.7%

0.05%Fee0.18%

2–1IWR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026