Compare · 2 funds side by side · dividends reinvested

MSML and IJH

MSMLiShares×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

MSML and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.04%1.37%[…][…][…][…][…][…]$281M1.0

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%$125B1.3

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: MSML 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap ETF · $281M[…]

MSML

IJH

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

$10,000 five years ago, dividends reinvested · they hold 44.4% in common

MSMLMeasureIJH

[…]Year to dateJan 1 → Nov 5+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%

0.04%Expense ratio$4 · $5 a year on $10k · lower is better0.05%

1.37%Trailing 12-mo yield$137 · $126 a year on $10k1.26%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.5%

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

2–0MSML wins

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

More Ways to See the Pairs

MSML vs IJH: Top 5 Holdings

Today

MSML

2.7%in top 5

IJH

in top 53.5%

MSMLStockIJH

1.3%MRNAnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

0.4%USFD0.7%

0.4%THC0.7%

0.3%VTRSnot top 5

0.3%ROKUnot top 5

Held in common44.4%

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

MSML vs IJH Returns, Every Period

iSharesMSML

[…]

past year

IJHiShares

+12.9%

past year

Returns […]

MSMLIJHFaded: behind in that period

0–0Level

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

MSML vs IJH

YTD

iSharesMSML

[…]

IJHiShares

+9.5%

[…]Year to date+9.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

1.4%Yield1.3%

$281MAssets$125B

1–0MSML wins

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

Cost, Income and Risk

Fees: MSML, IJH

Today

0.04%lowest, MSML

FundExpense ratioFee$10k

MSML0.04%$4

IJH0.05%$5

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

Yields: MSML, IJH

1.37%highest, MSML

FundTrailing yieldYield$10k

MSML1.37%$137

IJH1.26%$126

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

Income After Fees on $10,000

$133most kept, MSML

MSML$137 − $4 = $133

IJH$126 − $5 = $121

KeptFee

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

Overlap: MSML, IJH

Today

44.4%most shared, MSML and IJH

MSMLIJH

MSML—44.4%

IJH44.4%—

End-of-day Nov 5, 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

MSMLWorst drop[…][…]

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

Paid More vs Made More

YTD

MSMLIJH

[…]Year to date+9.5%

1.4%Yield1.3%

[…]Past year+12.9%

0.04%Fee0.05%

2–0MSML 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