Compare · 2 funds side by side · dividends reinvested

RSMC and IJH

RSMCRockefeller×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,303IJH · best of the two

02 / 04

RSMC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.0

Rockefeller U.S. Small-Mid Cap ETFUS Stock Styles · Mid cap0.75%0.00%+10.3%+9.7%[…][…]−10.5%16.5%$736M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: RSMC 2024 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Rockefeller U.S. Small-Mid Cap ETF · $736M[…]

RSMC

IJH

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

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

RSMCMeasureIJH

+10.3%Year to dateJan 1 → Nov 3+13.2%

+9.7%1 yearTotal return+15.7%

[…]3 years · per year$10,000 became […] · $16,625+18.5%

[…]5 years · per year$10,000 became […] · $14,303+7.4%

0.75%Expense ratio$75 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $122 a year on $10k1.22%

−10.5%Worst dropSmaller is better−8.8%

16.5%VolatilityLower is calmer15.0%

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

0–6IJH wins

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

More Ways to See the Pairs

RSMC vs IJH: Top 5 Holdings

Today

RSMC

17.3%in top 5

IJH

in top 53.9%

RSMCStockIJH

3.9%HASInot top 5

3.4%PJTnot top 5

3.4%BJnot top 5

3.3%RDNTnot top 5

3.3%KFYnot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common5.5%

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

RSMC vs IJH Returns, Every Period

RockefellerRSMC

+9.7%

past year

IJHiShares

+15.7%

past year

RSMCIJHFaded: behind in that period

0–2IJH wins

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

RSMC vs IJH

YTD

RockefellerRSMC

+10.3%

IJHiShares

+13.2%

+10.3%Year to date+13.2%

−10.5%Worst drop · 1Y−8.8%

16.5%Volatility · 1Y15.0%

0.0%Yield1.2%

$736MAssets$125B

4–0IJH wins

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

Cost, Income and Risk

Fees: RSMC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

RSMC0.75%$75

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

Yields: RSMC, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

RSMC0.00%$0

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

RSMC$0 − $75 = −$75

KeptFee

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

Overlap: RSMC, IJH

Today

5.5%most shared, RSMC and IJH

RSMCIJH

RSMC—5.5%

IJH5.5%—

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

Return vs Bumpiness: 2 ETFs

+15.7%IJH, at 15.0% volatility

IJHWorst drop−8.8%15.0% vol

RSMCWorst drop−10.5%16.5% vol

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

Paid More vs Made More

YTD

IJHRSMC

+13.2%Year to date+10.3%

1.2%Yield0.0%

+15.7%Past year+9.7%

0.05%Fee0.75%

4–0IJH 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