Compare · 2 funds side by side · dividends reinvested

SVAL and IJH

SVALiShares×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,861SVAL · best of the two

02 / 04

SVAL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.15%+28.3%+34.2%+22.4%+9.7%−9.0%14.9%$165M1.3

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: SVAL 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $165M$15,861

SVAL

IJH

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

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

SVALMeasureIJH

+28.3%Year to dateJan 1 → Nov 4+13.9%

+34.2%1 yearTotal return+16.4%

+22.4%3 years · per year$10,000 became $18,358 · $16,594+18.4%

+9.7%5 years · per year$10,000 became $15,861 · $14,620+7.9%

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

2.15%Trailing 12-mo yield$215 · $121 a year on $10k1.21%

−9.0%Worst dropSmaller is better−8.8%

14.9%VolatilityLower is calmer15.0%

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

6–2SVAL wins

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

More Ways to See the Pairs

SVAL vs IJH: Top 5 Holdings

Today

SVAL

4.2%in top 5

IJH

in top 53.6%

SVALStockIJH

0.9%NSITnot top 5

0.9%AMNnot top 5

0.8%CBRLnot top 5

0.8%OSPNnot top 5

0.8%FIVNnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common2.1%

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

SVAL vs IJH Returns, Every Period

iSharesSVAL

+9.7%

5 years, per year

IJHiShares

+7.9%

5 years, per year

SVALIJHFaded: behind in that period

4–0SVAL wins

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

SVAL vs IJH

YTD

iSharesSVAL

+28.3%

IJHiShares

+13.9%

+28.3%Year to date+13.9%

−9.0%Worst drop · 1Y−8.8%

14.9%Volatility · 1Y15.0%

2.1%Yield1.2%

$165MAssets$125B

3–1SVAL wins

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

Cost, Income and Risk

Fees: SVAL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SVAL0.20%$20

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

Yields: SVAL, IJH

2.15%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.15%$215

IJH1.21%$121

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

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

IJH$121 − $5 = $116

KeptFee

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

Overlap: SVAL, IJH

Today

2.1%most shared, SVAL and IJH

SVALIJH

SVAL—2.1%

IJH2.1%—

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

Return vs Bumpiness: 2 ETFs

+34.2%SVAL, at 14.9% volatility

SVALWorst drop−9.0%14.9% 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

SVALIJH

+28.3%Year to date+13.9%

2.1%Yield1.2%

+34.2%Past year+16.4%

0.20%Fee0.05%

3–1SVAL 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