Compare · 2 funds side by side · dividends reinvested

RFG and IJH

RFGInvesco×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,620IJH · best of the two

02 / 04

RFG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.0

Invesco S&P MidCap 400 Pure Growth ETFUS Stock Styles · Mid cap0.35%0.11%+8.2%+10.4%+15.7%+4.7%−13.5%20.5%$318M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: RFG 2006 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 Pure Growth ETF · $318M$12,558

RFG

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

$10,000 five years ago, dividends reinvested · they hold 30.5% in common

RFGMeasureIJH

+8.2%Year to dateJan 1 → Nov 4+13.9%

+10.4%1 yearTotal return+16.4%

+15.7%3 years · per year$10,000 became $15,505 · $16,594+18.4%

+4.7%5 years · per year$10,000 became $12,558 · $14,620+7.9%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

0.11%Trailing 12-mo yield$11 · $121 a year on $10k1.21%

−13.5%Worst dropSmaller is better−8.8%

20.5%VolatilityLower is calmer15.0%

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

0–8IJH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RFG vs IJH: Top 5 Holdings

Today

RFG

11.6%in top 5

IJH

in top 53.6%

RFGStockIJH

3.4%HALOnot top 5

2.2%MEDPnot top 5

2.1%FTI0.8%

2.0%VALnot top 5

1.9%EXELnot top 5

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common30.5%

End-of-day Nov 4, 2026 · share of each fund

RFG vs IJH Returns, Every Period

InvescoRFG

+4.7%

5 years, per year

IJHiShares

+7.9%

5 years, per year

RFGIJHFaded: behind in that period

0–4IJH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

RFG vs IJH

YTD

InvescoRFG

+8.2%

IJHiShares

+13.9%

+8.2%Year to date+13.9%

−13.5%Worst drop · 1Y−8.8%

20.5%Volatility · 1Y15.0%

0.1%Yield1.2%

$318MAssets$125B

4–0IJH wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFG, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

RFG0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RFG, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

RFG0.11%$11

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

RFG$11 − $35 = −$24

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RFG, IJH

Today

30.5%most shared, RFG and IJH

RFGIJH

RFG—30.5%

IJH30.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.4%IJH, at 15.0% volatility

IJHWorst drop−8.8%15.0% vol

RFGWorst drop−13.5%20.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHRFG

+13.9%Year to date+8.2%

1.2%Yield0.1%

+16.4%Past year+10.4%

0.05%Fee0.35%

4–0IJH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026