Compare · 2 funds side by side · dividends reinvested

SMMD and IJH

SMMDiShares×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 / 04

SMMD 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%$121B1.4

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.18%+13.9%+17.7%+19.8%+6.2%−9.7%17.0%$4.1B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SMMD 2017 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.1B$13,516

SMMD

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 43.0% in common

SMMDMeasureIJH

+13.9%Year to dateJan 1 → Nov 5+9.5%

+17.7%1 yearTotal return+12.9%

+19.8%3 years · per year$10,000 became $17,183 · $15,806+16.5%

+6.2%5 years · per year$10,000 became $13,516 · $13,830+6.7%

0.23%Expense ratio$23 · $5 a year on $10k · lower is better0.05%

1.18%Trailing 12-mo yield$118 · $126 a year on $10k1.26%

−9.7%Worst dropSmaller is better−8.8%

17.0%VolatilityLower is calmer15.5%

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

3–5IJH wins

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

More Ways to See the Pairs

SMMD vs IJH: Top 5 Holdings

Today

SMMD

1.6%in top 5

IJH

in top 53.5%

SMMDStockIJH

not top 5UTHR0.8%

not top 5FTI0.7%

0.3%ATI0.7%

0.3%USFD0.7%

0.3%THC0.7%

0.3%RSnot top 5

0.3%PKGnot top 5

Held in common43.0%

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

SMMD vs IJH Returns, Every Period

iSharesSMMD

+6.2%

5 years, per year

IJHiShares

+6.7%

5 years, per year

SMMDIJHFaded: behind in that period

3–1SMMD wins

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

SMMD vs IJH

YTD

iSharesSMMD

+13.9%

IJHiShares

+9.5%

+13.9%Year to date+9.5%

−9.7%Worst drop · 1Y−8.8%

17.0%Volatility · 1Y15.5%

1.2%Yield1.3%

$4.1BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: SMMD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SMMD0.23%$23

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

Yields: SMMD, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

SMMD1.18%$118

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

SMMD$118 − $23 = $95

KeptFee

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

Overlap: SMMD, IJH

Today

43.0%most shared, SMMD and IJH

SMMDIJH

SMMD—43.0%

IJH43.0%—

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

Return vs Bumpiness: 2 ETFs

+17.7%SMMD, at 17.0% volatility

IJHWorst drop−8.8%15.5% vol

SMMDWorst drop−9.7%17.0% vol

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

Paid More vs Made More

YTD

IJHSMMD

+9.5%Year to date+13.9%

1.3%Yield1.2%

+12.9%Past year+17.7%

0.05%Fee0.23%

2–2level

End-of-day Nov 5, 2026

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026