Compare · 2 funds side by side · dividends reinvested

XLSR and IJH

XLSRSPDR×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,831XLSR · best of the two

02 / 04

XLSR 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%$121B1.4

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.9%+5.1%+16.9%+8.2%−11.1%14.5%$1.1B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: XLSR 2019 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Sector Rotation ETF · $1.1B$14,831

XLSR

IJH

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

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

XLSRMeasureIJH

+2.9%Year to dateJan 1 → Nov 6+9.5%

+5.1%1 yearTotal return+12.9%

+16.9%3 years · per year$10,000 became $15,995 · $15,806+16.5%

+8.2%5 years · per year$10,000 became $14,831 · $13,830+6.7%

0.70%Expense ratio$70 · $5 a year on $10k · lower is better0.05%

0.42%Trailing 12-mo yield$42 · $126 a year on $10k1.26%

−11.1%Worst dropSmaller is better−8.8%

14.5%VolatilityLower is calmer15.5%

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

3–5IJH wins

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

More Ways to See the Pairs

XLSR vs IJH: Top 5 Holdings

Today

XLSR

66.7%in top 5

IJH

in top 53.5%

XLSRStockIJH

26.6%XLKnot top 5

19.6%XLVnot top 5

10.6%XLFnot top 5

5.3%XLPnot top 5

4.6%XLYnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common0.0%

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

XLSR vs IJH Returns, Every Period

SPDRXLSR

+8.2%

5 years, per year

IJHiShares

+6.7%

5 years, per year

XLSRIJHFaded: behind in that period

2–2Level

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

XLSR vs IJH

YTD

SPDRXLSR

+2.9%

IJHiShares

+9.5%

+2.9%Year to date+9.5%

−11.1%Worst drop · 1Y−8.8%

14.5%Volatility · 1Y15.5%

0.4%Yield1.3%

$1.1BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: XLSR, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

XLSR0.70%$70

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

Yields: XLSR, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

XLSR0.42%$42

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

XLSR$42 − $70 = −$28

KeptFee

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

Overlap: XLSR, IJH

Today

0.0%most shared, XLSR and IJH

XLSRIJH

XLSR—0.0%

IJH0.0%—

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

XLSRWorst drop−11.1%14.5% 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

IJHXLSR

+9.5%Year to date+2.9%

1.3%Yield0.4%

+12.9%Past year+5.1%

0.05%Fee0.70%

4–0IJH 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