Compare · 3 funds side by side · dividends reinvested

ZDIS, IJH and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

ZDIS, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B1.8

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFUS Stock Styles · Growth0.75%0.00%[…][…][…][…][…][…]$56M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ZDIS 2015 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $56M[…]

ZDIS

IJH

iShares Core S&P Mid-Cap ETF · $121B$14,049

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

ZDISMeasureIJH

[…]Year to dateJan 1 → Nov 9+13.6%

[…]1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $15,960+16.9%

[…]5 years · per year$10,000 became […] · $14,049+7.0%

0.75%Expense ratio$75 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $121 a year on $10k1.21%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.8%

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

0–2IJH wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ZDIS vs IJH: Top 5 Holdings

Today

ZDIS

38.0%in top 5

IJH

in top 53.5%

ZDISStockIJH

9.2%TSLAnot top 5

9.2%SHOPnot top 5

8.5%NVDAnot top 5

5.9%MELInot top 5

5.2%SNOWnot top 5

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common0.5%

End-of-day Nov 9, 2026 · share of each fund

ZDIS vs IJH Returns, Every Period

VirtusZDIS

[…]

past year

IJHiShares

+17.5%

past year

Returns […]

ZDISIJHFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ZDIS vs IJH

YTD

VirtusZDIS

[…]

IJHiShares

+13.6%

[…]Year to date+13.6%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.8%

0.0%Yield1.2%

$56.3MAssets$121B

1–0IJH wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZDIS, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

ZDIS0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ZDIS, IJH, IWF

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

IWF0.38%$38

ZDIS0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IWF$38 − $18 = $20

ZDIS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ZDIS, IJH, IWF

Today

15.3%most shared, ZDIS and IWF

ZDISIJHIWF

ZDIS—0.5%15.3%

IJH0.5%—1.8%

IWF15.3%1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.5%IJH, at 15.8% volatility

IJHWorst drop−8.8%15.8% vol

IWFWorst drop−14.6%19.5% vol

ZDISWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJHIWF

+13.6%Year to date−2.5%

1.2%Yield0.4%

+17.5%Past year−2.2%

0.05%Fee0.18%

4–0IJH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026