Compare · 2 funds side by side · dividends reinvested

MGMT and IJH

MGMTBallast×IJHiShares×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,992MGMT · best of the two

Story of the two · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the two · RiskSmallest drop

MGMT and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B1.4

Ballast Small/Mid Cap ETFUS Stock Styles · Mid cap1.17%0.30%+13.7%+17.6%+15.3%+6.9%−12.3%16.2%$164M1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: MGMT 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Ballast Small/Mid Cap ETF · $164M$13,992

MGMT

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,971

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

MGMTMeasureIJH

+13.7%

More Ways to See the Pairs

MGMT vs IJH: Top 5 Holdings

Today

MGMT

17.7%in top 5

IJH

in top 53.6%

MGMTStockIJH

5.0%NRPnot top 5

3.7%CLMBnot top 5

3.3%CVCOnot top 5

2.9%Gnot top 5

2.9%AZZnot top 5

Cost, Income and Risk

Fees: MGMT, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

MGMT1.17%$117

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

Yields: MGMT, IJH

1Y

1.22%highest, IJH

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+13.2%

+17.6%1 yearTotal return+15.7%

+15.3%3 years · per year$10,000 became $15,347 · $15,596+16.0%

+6.9%5 years · per year$10,000 became $13,992 · $13,971+6.9%

1.17%Expense ratio$117 · $5 a year on $10k · lower is better0.05%

0.30%Trailing 12-mo yield$30 · $122 a year on $10k1.22%

−12.3%Worst dropSmaller is better−8.8%

16.2%VolatilityLower is calmer15.7%

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

2–5IJH wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ATI0.7%

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5RGLD0.7%

not top 5USFD0.7%

Held in common2.8%

End-of-day Nov 10, 2026 · share of each fund

MGMT vs IJH Returns, Every Period

5Y

BallastMGMT

+6.9%

5 years, per year

IJHiShares

+6.9%

5 years, per year

MGMTIJHFaded: behind in that period

2–1MGMT wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

MGMT vs IJH

YTD

BallastMGMT

+13.7%

IJHiShares

+13.2%

+13.7%Year to date+13.2%

−12.3%Worst drop · 1Y−8.8%

16.2%Volatility · 1Y15.7%

0.3%Yield1.2%

$164MAssets$125B

3–1IJH wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

IJH1.22%$122

MGMT0.30%$30

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

MGMT$30 − $117 = −$87

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MGMT, IJH

Today

2.8%most shared, MGMT and IJH

MGMTIJH

MGMT—2.8%

IJH2.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.6%MGMT, at 16.2% volatility

IJHWorst drop−8.8%15.7% vol

MGMTWorst drop−12.3%16.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJHMGMT

+13.2%Year to date+13.7%

1.2%Yield0.3%

+15.7%Past year+17.6%

0.05%Fee1.17%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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MGMT and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two