AFSC vs IJR

AAFSC

BIJR

Measures won0–4IJR wins · of 6 · 5Y

$10,000 · 5Y$13,920IJR

Lowest cost0.06%IJR · $6 on $10k

Most income1.20%IJR · $120 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common6.2%AFSC and IJR

AFSC

IJR

abrdn Focused U.S. Small Cap Active ETF · $11MiShares Core S&P Small-Cap ETF · $108B

[…]3 years · per year[…] · $16,979+19.3%

[…]5 years · per year[…] · $13,920+6.8%

1.09%Expense ratio$109 · $6 on $10k · lower wins0.06%

0.06%12-mo yield$6 · $120 on $10k1.20%

−10.3%Worst dropSmaller wins−9.7%

18.4%VolatilityLower wins15.8%

0–4IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFSC · IJR

2.8%LGND0.4%

2.1%SNEX0.3%

1.8%CWST0.3%

2.7%MGY0.3%

Held in common6.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B
2	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk		1.09%	0.06%	+1.1%	+22.3%	+25.7%	new	new	−10.3%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B
2	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk		1.09%	0.06%	+1.1%	+22.3%	+25.7%	new	new	−10.3%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFSC vs IJR

AFSC

abrdn Focused U.S. Small Cap Active

[…]

IJR

iShares Core S&P Small-Cap

$13,920

MeasureAFSCIJR

Fee1.09%0.06%

Cost on $10k a year$109$6

Yield0.06%1.20%

5 years, per year[…]+6.8%

3 years, per year[…]+19.3%

Worst drop · 1Y−10.3%−9.7%

Volatility · 1Y18.4%15.8%

4–0measures won
IJR first

6.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AFSC, IJR

Today

6.2%most shared, AFSC and IJR

AFSCIJR

AFSC—6.2%

IJR6.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

AFSC$6 − $109 = −$103

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee