Compare · 2 funds side by side · dividends reinvested

USMC and IJH

USMCPrincipal×IJHiShares×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,328USMC · best of the two

Story of the two · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the two · RiskSmallest drop

USMC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B1.4

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.75%+8.9%+10.0%+20.9%+12.9%−10.0%13.8%$4.8B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: USMC 2017 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal U.S. Mega-Cap ETF · $4.8B$18,328

USMC

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,971

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

USMCMeasureIJH

+8.9%

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USMC vs IJH: Top 5 Holdings

Today

USMC

31.6%in top 5

IJH

in top 53.6%

USMCStockIJH

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

5.5%MAnot top 5

5.4%COSTnot top 5

Cost, Income and Risk

Fees: USMC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

USMC0.12%$12

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

Yields: USMC, IJH

1Y

1.22%highest, IJH

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+13.2%

+10.0%1 yearTotal return+15.7%

+20.9%3 years · per year$10,000 became $17,686 · $15,596+16.0%

+12.9%5 years · per year$10,000 became $18,328 · $13,971+6.9%

0.12%Expense ratio$12 · $5 a year on $10k · lower is better0.05%

0.75%Trailing 12-mo yield$75 · $122 a year on $10k1.22%

−10.0%Worst dropSmaller is better−8.8%

13.8%VolatilityLower is calmer15.7%

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

3–5IJH wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ATI0.7%

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5RGLD0.7%

not top 5USFD0.7%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

USMC vs IJH Returns, Every Period

5Y

PrincipalUSMC

+12.9%

5 years, per year

IJHiShares

+6.9%

5 years, per year

USMCIJHFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

USMC vs IJH

YTD

PrincipalUSMC

+8.9%

IJHiShares

+13.2%

+8.9%Year to date+13.2%

−10.0%Worst drop · 1Y−8.8%

13.8%Volatility · 1Y15.7%

0.8%Yield1.2%

$4.8BAssets$125B

3–1IJH wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

IJH1.22%$122

USMC0.75%$75

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

USMC$75 − $12 = $63

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: USMC, IJH

Today

0.0%most shared, USMC and IJH

USMCIJH

USMC—0.0%

IJH0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.7%IJH, at 15.7% volatility

USMCWorst drop−10.0%13.8% vol

IJHWorst drop−8.8%15.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJHUSMC

+13.2%Year to date+8.9%

1.2%Yield0.8%

+15.7%Past year+10.0%

0.05%Fee0.12%

4–0IJH wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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USMC and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two