Compare · 2 funds side by side · dividends reinvested

USMV and IJH

USMViShares×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,154USMV · best of the two

02 / 04

USMV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.39%+8.6%+10.5%+13.7%+7.2%−6.5%9.1%$23.7B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.5

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: USMV 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Min Vol Factor ETF · $23.7B$14,154

USMV

IJH

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

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

USMVMeasureIJH

+8.6%Year to dateJan 1 → Nov 6+9.5%

+10.5%1 yearTotal return+12.9%

+13.7%3 years · per year$10,000 became $14,709 · $15,806+16.5%

+7.2%5 years · per year$10,000 became $14,154 · $13,830+6.7%

0.15%Expense ratio$15 · $5 a year on $10k · lower is better0.05%

1.39%Trailing 12-mo yield$139 · $125 a year on $10k1.25%

−6.5%Worst dropSmaller is better−8.8%

9.1%VolatilityLower is calmer15.5%

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

4–4Level

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

More Ways to See the Pairs

USMV vs IJH: Top 5 Holdings

Today

USMV

8.0%in top 5

IJH

in top 53.5%

USMVStockIJH

1.6%MSFTnot top 5

1.6%MCKnot top 5

1.6%MSInot top 5

1.6%BRK-Bnot top 5

1.6%CBnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common1.1%

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

USMV vs IJH Returns, Every Period

iSharesUSMV

+7.2%

5 years, per year

IJHiShares

+6.7%

5 years, per year

USMVIJHFaded: behind in that period

1–3IJH wins

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

USMV vs IJH

YTD

iSharesUSMV

+8.6%

IJHiShares

+9.5%

+8.6%Year to date+9.5%

−6.5%Worst drop · 1Y−8.8%

9.1%Volatility · 1Y15.5%

1.4%Yield1.3%

$23.7BAssets$121B

3–1USMV wins

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

Cost, Income and Risk

Fees: USMV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

USMV0.15%$15

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

Yields: USMV, IJH

1.39%highest, USMV

FundTrailing yieldYield$10k

USMV1.39%$139

IJH1.25%$125

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

IJH$125 − $5 = $120

KeptFee

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

Overlap: USMV, IJH

Today

1.1%most shared, USMV and IJH

USMVIJH

USMV—1.1%

IJH1.1%—

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

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

USMVWorst drop−6.5%9.1% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

USMVIJH

+8.6%Year to date+9.5%

1.4%Yield1.3%

+10.5%Past year+12.9%

0.15%Fee0.05%

3–1IJH wins

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