Compare · 2 funds side by side · dividends reinvested

TCV and IJR

TCVTowle×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,468IJR · best of the two

02 / 04

TCV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.3

Towle Small-Cap Value ETFUS Stock Styles · Small cap0.85%0.24%+28.0%+28.8%[…][…]−12.2%18.6%$204M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: TCV 2011 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Towle Small-Cap Value ETF · $204M[…]

TCV

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

TCVMeasureIJR

+28.0%Year to dateJan 1 → Nov 3+18.3%

+28.8%1 yearTotal return+21.3%

[…]3 years · per year$10,000 became […] · $16,862+19.0%

[…]5 years · per year$10,000 became […] · $13,468+6.1%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

0.24%Trailing 12-mo yield$24 · $121 a year on $10k1.21%

−12.2%Worst dropSmaller is better−9.7%

18.6%VolatilityLower is calmer15.8%

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

2–4IJR wins

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

More Ways to See the Pairs

TCV vs IJR: Top 5 Holdings

Today

TCV

14.6%in top 5

IJR

in top 53.1%

TCVStockIJR

3.2%HOGnot top 5

3.0%ARWnot top 5

2.9%MEInot top 5

2.9%PGNYnot top 5

2.7%FIVNnot top 5

not top 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common2.5%

End-of-day Nov 3, 2026 · share of each fund

TCV vs IJR Returns, Every Period

TowleTCV

+28.8%

past year

IJRiShares

+21.3%

past year

TCVIJRFaded: behind in that period

2–0TCV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

TCV vs IJR

YTD

TowleTCV

+28.0%

IJRiShares

+18.3%

+28.0%Year to date+18.3%

−12.2%Worst drop · 1Y−9.7%

18.6%Volatility · 1Y15.8%

0.2%Yield1.2%

$204MAssets$106B

3–1IJR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCV, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

TCV0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TCV, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

TCV0.24%$24

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

TCV$24 − $85 = −$61

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: TCV, IJR

Today

2.5%most shared, TCV and IJR

TCVIJR

TCV—2.5%

IJR2.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.8%TCV, at 18.6% volatility

IJRWorst drop−9.7%15.8% vol

TCVWorst drop−12.2%18.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IJRTCV

+18.3%Year to date+28.0%

1.2%Yield0.2%

+21.3%Past year+28.8%

0.06%Fee0.85%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026