Compare · 2 funds side by side · dividends reinvested

IWS and IJH

IWSiShares×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,424IWS · best of the two

02 / 04

IWS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.29%+22.1%+25.2%+22.3%+9.1%−7.5%13.0%$14.9B1.1

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%$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 3, 2026 · returns include dividends · since: IWS 2001 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap Value ETF · $14.9B$15,424

IWS

IJH

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

$10,000 five years ago, dividends reinvested · they hold 22.7% in common

IWSMeasureIJH

+22.1%Year to dateJan 1 → Nov 3+13.2%

+25.2%1 yearTotal return+15.7%

+22.3%3 years · per year$10,000 became $18,297 · $16,625+18.5%

+9.1%5 years · per year$10,000 became $15,424 · $14,303+7.4%

0.23%Expense ratio$23 · $5 a year on $10k · lower is better0.05%

1.29%Trailing 12-mo yield$129 · $122 a year on $10k1.22%

−7.5%Worst dropSmaller is better−8.8%

13.0%VolatilityLower is calmer15.0%

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

7–1IWS wins

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

More Ways to See the Pairs

IWS vs IJH: Top 5 Holdings

Today

IWS

3.8%in top 5

IJH

in top 53.9%

IWSStockIJH

1.0%PSXnot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

0.8%MRNAnot top 5

not top 5UTHR0.7%

0.7%HPEnot top 5

not top 5ENTG0.7%

not top 5ATI0.7%

0.6%DLRnot top 5

0.6%ALLnot top 5

Held in common22.7%

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

IWS vs IJH Returns, Every Period

iSharesIWS

+9.1%

5 years, per year

IJHiShares

+7.4%

5 years, per year

IWSIJHFaded: behind in that period

4–0IWS wins

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

IWS vs IJH

YTD

iSharesIWS

+22.1%

IJHiShares

+13.2%

+22.1%Year to date+13.2%

−7.5%Worst drop · 1Y−8.8%

13.0%Volatility · 1Y15.0%

1.3%Yield1.2%

$14.9BAssets$125B

4–0IWS wins

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

Cost, Income and Risk

Fees: IWS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWS0.23%$23

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

Yields: IWS, IJH

1.29%highest, IWS

FundTrailing yieldYield$10k

IWS1.29%$129

IJH1.22%$122

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

IWS$129 − $23 = $106

KeptFee

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

Overlap: IWS, IJH

Today

22.7%most shared, IWS and IJH

IWSIJH

IWS—22.7%

IJH22.7%—

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

Return vs Bumpiness: 2 ETFs

+25.2%IWS, at 13.0% volatility

IWSWorst drop−7.5%13.0% 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

IWSIJH

+22.1%Year to date+13.2%

1.3%Yield1.2%

+25.2%Past year+15.7%

0.23%Fee0.05%

3–1IWS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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