Compare · 2 funds side by side · dividends reinvested

TCV and IJH

TCVTowle×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

TCV 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%$121B1.3

Towle Small-Cap Value ETFUS Stock Styles · Small cap0.85%0.25%+24.0%+23.3%[…][…]−12.2%19.2%$202M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: TCV 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Towle Small-Cap Value ETF · $202M[…]

TCV

IJH

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

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

TCVMeasureIJH

+24.0%Year to dateJan 1 → Nov 6+9.5%

+23.3%1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.85%Expense ratio$85 · $5 a year on $10k · lower is better0.05%

0.25%Trailing 12-mo yield$25 · $126 a year on $10k1.26%

−12.2%Worst dropSmaller is better−8.8%

19.2%VolatilityLower is calmer15.5%

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

2–4IJH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCV vs IJH: Top 5 Holdings

Today

TCV

14.7%in top 5

IJH

in top 53.5%

TCVStockIJH

3.4%PGNYnot top 5

3.2%HOGnot top 5

2.8%MOHnot top 5

2.7%AMNnot top 5

2.7%ARWnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common2.7%

End-of-day Nov 6, 2026 · share of each fund

TCV vs IJH Returns, Every Period

TowleTCV

+23.3%

past year

IJHiShares

+12.9%

past year

TCVIJHFaded: behind in that period

2–0TCV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

TCV vs IJH

YTD

TowleTCV

+24.0%

IJHiShares

+9.5%

+24.0%Year to date+9.5%

−12.2%Worst drop · 1Y−8.8%

19.2%Volatility · 1Y15.5%

0.2%Yield1.3%

$202MAssets$121B

3–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

TCV0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TCV, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

TCV0.25%$25

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

TCV$25 − $85 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TCV, IJH

Today

2.7%most shared, TCV and IJH

TCVIJH

TCV—2.7%

IJH2.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.3%TCV, at 19.2% volatility

IJHWorst drop−8.8%15.5% vol

TCVWorst drop−12.2%19.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHTCV

+9.5%Year to date+24.0%

1.3%Yield0.2%

+12.9%Past year+23.3%

0.05%Fee0.85%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026