Compare · 2 funds side by side · dividends reinvested

MVAL and IJH

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

02 / 04

MVAL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.56%+12.2%+18.5%[…][…]−12.2%15.1%$3M1.3

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%$121B1.5

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: MVAL 2024 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

MVAL

IJH

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MVALMeasureIJH

+12.2%Year to dateJan 1 → Nov 6+9.5%

+18.5%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%

0.50%Expense ratio$50 · $5 a year on $10k · lower is better0.05%

1.56%Trailing 12-mo yield$156 · $125 a year on $10k1.25%

−12.2%Worst dropSmaller is better−8.8%

15.1%VolatilityLower is calmer15.5%

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

4–2MVAL wins

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

More Ways to See the Pairs

MVAL vs IJH: Top 5 Holdings

Today

MVAL

24.6%in top 5

IJH

in top 53.5%

MVALStockIJH

5.2%GEHCnot top 5

5.0%BRnot top 5

4.8%BF-Bnot top 5

4.8%DHRnot top 5

4.8%ZBHnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common0.0%

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

MVAL vs IJH Returns, Every Period

VanEckMVAL

+18.5%

past year

IJHiShares

+12.9%

past year

MVALIJHFaded: behind in that period

2–0MVAL wins

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

MVAL vs IJH

YTD

VanEckMVAL

+12.2%

IJHiShares

+9.5%

+12.2%Year to date+9.5%

−12.2%Worst drop · 1Y−8.8%

15.1%Volatility · 1Y15.5%

1.6%Yield1.3%

$3.0MAssets$121B

3–1MVAL wins

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

Cost, Income and Risk

Fees: MVAL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

MVAL0.50%$50

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

Yields: MVAL, IJH

1.56%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.56%$156

IJH1.25%$125

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

MVAL$156 − $50 = $106

KeptFee

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

Overlap: MVAL, IJH

Today

0.0%most shared, MVAL and IJH

MVALIJH

MVAL—0.0%

IJH0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.5%MVAL, at 15.1% volatility

MVALWorst drop−12.2%15.1% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

MVALIJH

+12.2%Year to date+9.5%

1.6%Yield1.3%

+18.5%Past year+12.9%

0.50%Fee0.05%

3–1MVAL wins

End-of-day Nov 6, 2026

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