Compare · 2 funds side by side · dividends reinvested

MLRG and IJH

MLRGiShares×IJHiShares×

Versus in desk

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

02 / 03

MLRG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.1

iShares MSCI USA ETFUS Stock Styles · Large cap0.03%1.02%[…][…][…][…][…][…]$1.3B1.5

Rank among the two1st → 2ndFee, 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: MLRG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA ETF · $1.3B[…]

MLRG

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

MLRGMeasureIJH

[…]Year to dateJan 1 → Nov 6+9.5%

[…]1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.03%Expense ratio$3 · $5 a year on $10k · lower is better0.05%

1.02%Trailing 12-mo yield$102 · $125 a year on $10k1.25%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.5%

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLRG vs IJH: Top 5 Holdings

Today

MLRG

27.2%in top 5

IJH

in top 53.5%

MLRGStockIJH

8.0%AAPLnot top 5

6.6%NVDAnot top 5

6.0%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common0.7%

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

MLRG vs IJH Returns, Every Period

iSharesMLRG

[…]

past year

IJHiShares

+12.9%

past year

Returns […]

MLRGIJHFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MLRG vs IJH

YTD

iSharesMLRG

[…]

IJHiShares

+9.5%

[…]Year to date+9.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

1.0%Yield1.3%

$1.3BAssets$121B

1–0IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLRG, IJH

Today

0.03%lowest, MLRG

FundExpense ratioFee$10k

MLRG0.03%$3

IJH0.05%$5

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

Yields: MLRG, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

MLRG1.02%$102

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

MLRG$102 − $3 = $99

KeptFee

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

Overlap: MLRG, IJH

Today

0.7%most shared, MLRG and IJH

MLRGIJH

MLRG—0.7%

IJH0.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

MLRGWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026