Compare · 2 funds side by side · dividends reinvested

SMMV and IJH

SMMViShares×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 / 04

SMMV 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%$125B1.4

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.54%+11.8%+15.9%+16.1%+6.8%−7.0%9.5%$285M1.6

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: SMMV 2016 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285M$13,866

SMMV

IJH

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

$10,000 five years ago, dividends reinvested · they hold 28.0% in common

SMMVMeasureIJH

+11.8%Year to dateJan 1 → Nov 4+13.9%

+15.9%1 yearTotal return+16.4%

+16.1%3 years · per year$10,000 became $15,637 · $16,594+18.4%

+6.8%5 years · per year$10,000 became $13,866 · $14,620+7.9%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

1.54%Trailing 12-mo yield$154 · $121 a year on $10k1.21%

−7.0%Worst dropSmaller is better−8.8%

9.5%VolatilityLower is calmer15.0%

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

3–5IJH wins

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

More Ways to See the Pairs

SMMV vs IJH: Top 5 Holdings

Today

SMMV

6.9%in top 5

IJH

in top 53.6%

SMMVStockIJH

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%ADCnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common28.0%

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

SMMV vs IJH Returns, Every Period

iSharesSMMV

+6.8%

5 years, per year

IJHiShares

+7.9%

5 years, per year

SMMVIJHFaded: behind in that period

0–4IJH wins

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

SMMV vs IJH

YTD

iSharesSMMV

+11.8%

IJHiShares

+13.9%

+11.8%Year to date+13.9%

−7.0%Worst drop · 1Y−8.8%

9.5%Volatility · 1Y15.0%

1.5%Yield1.2%

$285MAssets$125B

3–1SMMV wins

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

Cost, Income and Risk

Fees: SMMV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SMMV0.20%$20

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

Yields: SMMV, IJH

1.54%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.54%$154

IJH1.21%$121

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

Income After Fees on $10,000

$134most kept, SMMV

SMMV$154 − $20 = $134

IJH$121 − $5 = $116

KeptFee

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

Overlap: SMMV, IJH

Today

28.0%most shared, SMMV and IJH

SMMVIJH

SMMV—28.0%

IJH28.0%—

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

SMMVWorst drop−7.0%9.5% 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

SMMVIJH

+11.8%Year to date+13.9%

1.5%Yield1.2%

+15.9%Past year+16.4%

0.20%Fee0.05%

3–1IJH 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%

$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