Compare · 2 funds side by side · dividends reinvested

SMLF and IJH

SMLFiShares×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,794SMLF · best of the two

02 / 04

SMLF and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.7%+18.1%+23.1%+10.9%−8.7%16.9%$4.3B1.4

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%$125B1.6

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: SMLF 2015 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$16,794

SMLF

IJH

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

$10,000 five years ago, dividends reinvested · they hold 40.6% in common

SMLFMeasureIJH

+16.7%Year to dateJan 1 → Nov 4+13.9%

+18.1%1 yearTotal return+16.4%

+23.1%3 years · per year$10,000 became $18,634 · $16,594+18.4%

+10.9%5 years · per year$10,000 became $16,794 · $14,620+7.9%

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

0.98%Trailing 12-mo yield$98 · $121 a year on $10k1.21%

−8.7%Worst dropSmaller is better−8.8%

16.9%VolatilityLower is calmer15.0%

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

5–3SMLF wins

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

More Ways to See the Pairs

SMLF vs IJH: Top 5 Holdings

Today

SMLF

3.5%in top 5

IJH

in top 53.6%

SMLFStockIJH

0.9%EMEnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

0.7%NVTnot top 5

0.7%WSMnot top 5

not top 5ENTG0.7%

0.7%JBLnot top 5

0.6%RS0.7%

Held in common40.6%

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

SMLF vs IJH Returns, Every Period

iSharesSMLF

+10.9%

5 years, per year

IJHiShares

+7.9%

5 years, per year

SMLFIJHFaded: behind in that period

4–0SMLF wins

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

SMLF vs IJH

YTD

iSharesSMLF

+16.7%

IJHiShares

+13.9%

+16.7%Year to date+13.9%

−8.7%Worst drop · 1Y−8.8%

16.9%Volatility · 1Y15.0%

1.0%Yield1.2%

$4.3BAssets$125B

2–2level

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

Cost, Income and Risk

Fees: SMLF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SMLF0.15%$15

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

Yields: SMLF, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

SMLF0.98%$98

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

SMLF$98 − $15 = $83

KeptFee

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

Overlap: SMLF, IJH

Today

40.6%most shared, SMLF and IJH

SMLFIJH

SMLF—40.6%

IJH40.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.1%SMLF, at 16.9% volatility

IJHWorst drop−8.8%15.0% vol

SMLFWorst drop−8.7%16.9% vol

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

Paid More vs Made More

YTD

IJHSMLF

+13.9%Year to date+16.7%

1.2%Yield1.0%

+16.4%Past year+18.1%

0.05%Fee0.15%

2–2level

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%

$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