Compare · 3 funds side by side · dividends reinvested

RFV, IJH and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

RFV, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.9

Invesco S&P MidCap 400 Pure Value ETFUS Stock Styles · Mid cap0.35%1.67%+13.5%+16.8%+17.4%+10.7%−12.5%15.9%$345M2.0

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%$121B2.1

Rank among the three1st → 3rdFee, 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: RFV 2006 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 Pure Value ETF · $345M$16,640

RFV

IJH

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

$10,000 five years ago, dividends reinvested · they hold 20.2% in common

RFVMeasureIJH

+13.5%Year to dateJan 1 → Nov 5+9.5%

+16.8%1 yearTotal return+12.9%

+17.4%3 years · per year$10,000 became $16,187 · $15,806+16.5%

+10.7%5 years · per year$10,000 became $16,640 · $13,830+6.7%

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

1.67%Trailing 12-mo yield$167 · $126 a year on $10k1.26%

−12.5%Worst dropSmaller is better−8.8%

15.9%VolatilityLower is calmer15.5%

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

5–3RFV wins

End-of-day Nov 5, 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

18.1%in top 5

IJH

in top 53.5%

RFVStockIJH

4.6%PBFnot top 5

3.8%AVTnot top 5

3.7%ARWnot top 5

3.6%DINOnot top 5

2.4%SNXnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common20.2%

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

RFV vs IJH Returns, Every Period

InvescoRFV

+10.7%

5 years, per year

IJHiShares

+6.7%

5 years, per year

RFVIJHFaded: behind in that period

4–0RFV wins

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

RFV vs IJH

YTD

InvescoRFV

+13.5%

IJHiShares

+9.5%

+13.5%Year to date+9.5%

−12.5%Worst drop · 1Y−8.8%

15.9%Volatility · 1Y15.5%

1.7%Yield1.3%

$345MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: RFV, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

RFV0.35%$35

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

Yields: RFV, IJH, VOO

1.67%highest, RFV

FundTrailing yieldYield$10k

RFV1.67%$167

IJH1.26%$126

VOO1.10%$110

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

Income After Fees on $10,000

$132most kept, RFV

RFV$167 − $35 = $132

IJH$126 − $5 = $121

VOO$110 − $3 = $107

KeptFee

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

Overlap: RFV, IJH, VOO

Today

20.2%most shared, RFV and IJH

RFVIJHVOO

RFV—20.2%0.0%

IJH20.2%—0.1%

VOO0.0%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.8%RFV, at 15.9% volatility

VOOWorst drop−8.9%13.5% vol

IJHWorst drop−8.8%15.5% vol

RFVWorst drop−12.5%15.9% vol

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

Paid More vs Made More

YTD

RFVIJH

+13.5%Year to date+9.5%

1.7%Yield1.3%

+16.8%Past year+12.9%

0.35%Fee0.05%

3–1RFV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026