Compare · 2 funds side by side · dividends reinvested

SIZE and IJH

SIZEiShares×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,800SIZE · best of the two

02 / 04

SIZE and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.34%+14.9%+16.4%+20.0%+8.2%−8.0%12.7%$434M1.3

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%$125B1.8

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: SIZE 2013 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $434M$14,800

SIZE

IJH

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

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

SIZEMeasureIJH

+14.9%Year to dateJan 1 → Nov 4+13.9%

+16.4%1 yearTotal return+16.4%

+20.0%3 years · per year$10,000 became $17,299 · $16,594+18.4%

+8.2%5 years · per year$10,000 became $14,800 · $14,620+7.9%

0.15%Expense ratio$15 · $5 a year on $10k · lower is better0.05%

1.34%Trailing 12-mo yield$134 · $121 a year on $10k1.21%

−8.0%Worst dropSmaller is better−8.8%

12.7%VolatilityLower is calmer15.0%

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

6–1SIZE wins

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

More Ways to See the Pairs

SIZE vs IJH: Top 5 Holdings

Today

SIZE

2.0%in top 5

IJH

in top 53.6%

SIZEStockIJH

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

0.4%OKTAnot top 5

0.4%TEAMnot top 5

0.4%SNnot top 5

0.4%NTRAnot top 5

0.4%KMBnot top 5

Held in common5.3%

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

SIZE vs IJH Returns, Every Period

iSharesSIZE

+8.2%

5 years, per year

IJHiShares

+7.9%

5 years, per year

SIZEIJHFaded: behind in that period

3–0SIZE wins

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

SIZE vs IJH

YTD

iSharesSIZE

+14.9%

IJHiShares

+13.9%

+14.9%Year to date+13.9%

−8.0%Worst drop · 1Y−8.8%

12.7%Volatility · 1Y15.0%

1.3%Yield1.2%

$434MAssets$125B

4–0SIZE wins

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

Cost, Income and Risk

Fees: SIZE, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SIZE0.15%$15

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

Yields: SIZE, IJH

1.34%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.34%$134

IJH1.21%$121

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

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

IJH$121 − $5 = $116

KeptFee

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

Overlap: SIZE, IJH

Today

5.3%most shared, SIZE and IJH

SIZEIJH

SIZE—5.3%

IJH5.3%—

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

SIZEWorst drop−8.0%12.7% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

SIZEIJH

+14.9%Year to date+13.9%

1.3%Yield1.2%

+16.4%Past year+16.4%

0.15%Fee0.05%

2–1SIZE 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026