Compare · 2 funds side by side · dividends reinvested

SMCP and IJH

SMCPSmart×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,620IJH · best of the two

02 / 03

SMCP and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.0

SMART Mid Cap ETFUS Stock Styles · Mid cap0.79%0.00%[…][…][…][…][…][…]$14M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: SMCP 2026 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

SMART Mid Cap ETF · $14M[…]

SMCP

IJH

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

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

SMCPMeasureIJH

[…]Year to dateJan 1 → Nov 4+13.9%

[…]1 yearTotal return+16.4%

[…]3 years · per year$10,000 became […] · $16,594+18.4%

[…]5 years · per year$10,000 became […] · $14,620+7.9%

0.79%Expense ratio$79 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $121 a year on $10k1.21%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.0%

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

0–2IJH wins

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

More Ways to See the Pairs

SMCP vs IJH: Top 5 Holdings

Today

SMCP

28.6%in top 5

IJH

in top 53.6%

SMCPStockIJH

6.9%ANFnot top 5

6.0%AHRnot top 5

5.6%GHCnot top 5

5.2%ELFnot top 5

4.9%OLLInot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common6.2%

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

SMCP vs IJH Returns, Every Period

SmartSMCP

[…]

past year

IJHiShares

+16.4%

past year

Returns […]

SMCPIJHFaded: behind in that period

0–0Level

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

SMCP vs IJH

YTD

SmartSMCP

[…]

IJHiShares

+13.9%

[…]Year to date+13.9%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.0%

0.0%Yield1.2%

$13.5MAssets$125B

1–0IJH wins

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

Cost, Income and Risk

Fees: SMCP, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SMCP0.79%$79

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

Yields: SMCP, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

SMCP0.00%$0

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

SMCP$0 − $79 = −$79

KeptFee

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

Overlap: SMCP, IJH

Today

6.2%most shared, SMCP and IJH

SMCPIJH

SMCP—6.2%

IJH6.2%—

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

IJHWorst drop−8.8%15.0% vol

SMCPWorst drop[…][…]

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

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026