Compare · 2 funds side by side · dividends reinvested

RFV and IJH

RFVInvesco×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,988RFV · best of the two

02 / 04

RFV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap 400 Pure Value ETFUS Stock Styles · Mid cap0.35%1.61%+17.4%+19.9%+19.6%+11.2%−12.5%15.3%$344M1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: RFV 2006 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 Pure Value ETF · $344M$16,988

RFV

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 20.3% in common

RFVMeasureIJH

+17.4%Year to dateJan 1 → Nov 3+13.2%

+19.9%1 yearTotal return+15.7%

+19.6%3 years · per year$10,000 became $17,110 · $16,625+18.5%

+11.2%5 years · per year$10,000 became $16,988 · $14,303+7.4%

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

1.61%Trailing 12-mo yield$161 · $122 a year on $10k1.22%

−12.5%Worst dropSmaller is better−8.8%

15.3%VolatilityLower is calmer15.0%

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

5–3RFV wins

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

More Ways to See the Pairs

RFV vs IJH: Top 5 Holdings

Today

RFV

18.5%in top 5

IJH

in top 53.9%

RFVStockIJH

4.8%PBFnot top 5

3.9%DINOnot top 5

3.8%AVTnot top 5

3.8%ARWnot top 5

2.3%SNXnot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common20.3%

End-of-day Nov 3, 2026 · share of each fund

RFV vs IJH Returns, Every Period

InvescoRFV

+11.2%

5 years, per year

IJHiShares

+7.4%

5 years, per year

RFVIJHFaded: behind in that period

4–0RFV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

RFV vs IJH

YTD

InvescoRFV

+17.4%

IJHiShares

+13.2%

+17.4%Year to date+13.2%

−12.5%Worst drop · 1Y−8.8%

15.3%Volatility · 1Y15.0%

1.6%Yield1.2%

$344MAssets$125B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

RFV0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RFV, IJH

1.61%highest, RFV

FundTrailing yieldYield$10k

RFV1.61%$161

IJH1.22%$122

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$126most kept, RFV

RFV$161 − $35 = $126

IJH$122 − $5 = $117

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RFV, IJH

Today

20.3%most shared, RFV and IJH

RFVIJH

RFV—20.3%

IJH20.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.9%RFV, at 15.3% volatility

IJHWorst drop−8.8%15.0% vol

RFVWorst drop−12.5%15.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

RFVIJH

+17.4%Year to date+13.2%

1.6%Yield1.2%

+19.9%Past year+15.7%

0.35%Fee0.05%

3–1RFV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026