Compare · 2 funds side by side · dividends reinvested

OEF and IJH

OEFiShares×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,137OEF · best of the two

02 / 04

OEF 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%$121B1.4

iShares S&P 100 ETFUS Stock Styles · Large cap0.20%0.90%+6.7%+7.1%+23.2%+12.6%−10.9%14.7%$19.4B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: OEF 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 100 ETF · $19.4B$18,137

OEF

IJH

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

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

OEFMeasureIJH

+6.7%Year to dateJan 1 → Nov 6+9.5%

+7.1%1 yearTotal return+12.9%

+23.2%3 years · per year$10,000 became $18,709 · $15,806+16.5%

+12.6%5 years · per year$10,000 became $18,137 · $13,830+6.7%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

0.90%Trailing 12-mo yield$90 · $125 a year on $10k1.25%

−10.9%Worst dropSmaller is better−8.8%

14.7%VolatilityLower is calmer15.5%

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

3–5IJH wins

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

More Ways to See the Pairs

OEF vs IJH: Top 5 Holdings

Today

OEF

37.9%in top 5

IJH

in top 53.5%

OEFStockIJH

10.8%AAPLnot top 5

9.5%NVDAnot top 5

8.6%MSFTnot top 5

5.5%AMZNnot top 5

3.6%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 common0.0%

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

OEF vs IJH Returns, Every Period

iSharesOEF

+12.6%

5 years, per year

IJHiShares

+6.7%

5 years, per year

OEFIJHFaded: behind in that period

2–2Level

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

OEF vs IJH

YTD

iSharesOEF

+6.7%

IJHiShares

+9.5%

+6.7%Year to date+9.5%

−10.9%Worst drop · 1Y−8.8%

14.7%Volatility · 1Y15.5%

0.9%Yield1.3%

$19.4BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: OEF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

OEF0.20%$20

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

Yields: OEF, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

OEF0.90%$90

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

OEF$90 − $20 = $70

KeptFee

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

Overlap: OEF, IJH

Today

0.0%most shared, OEF and IJH

OEFIJH

OEF—0.0%

IJH0.0%—

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

OEFWorst drop−10.9%14.7% 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

IJHOEF

+9.5%Year to date+6.7%

1.3%Yield0.9%

+12.9%Past year+7.1%

0.05%Fee0.20%

4–0IJH 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