Compare · 2 funds side by side · dividends reinvested

SASS and IJH

SASSM.D. Sass×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 03

SASS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.0

M.D. Sass Concentrated Value ETFUS Stock Styles · Value0.75%0.00%[…][…][…][…][…][…]$77M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SASS 2026 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

M.D. Sass Concentrated Value ETF · $77M[…]

SASS

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

SASSMeasureIJH

[…]Year to dateJan 1 → Nov 5+9.5%

[…]1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

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

0.00%Trailing 12-mo yield$0 · $126 a year on $10k1.26%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.5%

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

0–2IJH wins

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

More Ways to See the Pairs

SASS vs IJH: Top 5 Holdings

Today

SASS

29.3%in top 5

IJH

in top 53.5%

SASSStockIJH

6.8%AMZNnot top 5

6.0%PRMBnot top 5

5.9%COFnot top 5

5.3%KNXnot top 5

5.3%ARESnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common2.8%

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

SASS vs IJH Returns, Every Period

M.D. SassSASS

[…]

past year

IJHiShares

+12.9%

past year

Returns […]

SASSIJHFaded: behind in that period

0–0Level

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

SASS vs IJH

YTD

M.D. SassSASS

[…]

IJHiShares

+9.5%

[…]Year to date+9.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

0.0%Yield1.3%

$76.6MAssets$125B

1–0IJH wins

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

Cost, Income and Risk

Fees: SASS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SASS0.75%$75

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

Yields: SASS, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

SASS0.00%$0

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

SASS$0 − $75 = −$75

KeptFee

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

Overlap: SASS, IJH

Today

2.8%most shared, SASS and IJH

SASSIJH

SASS—2.8%

IJH2.8%—

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

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

SASSWorst drop[…][…]

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

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026