AFSC vs IJR

AAFSC

BIJR

Measures won0–4IJR wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · IJR $13,254

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common5.7%AFSC and IJR

AFSC

IJR

abrdn Focused U.S. Small Cap Active ETF · $9MiShares Core S&P Small-Cap ETF · $104B

[…]3 years · per year[…] · $16,193+17.4%

[…]5 years · per year[…] · $13,254+5.8%

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

0.06%12-mo yield$6 · $121 on $10k1.21%

−11.4%Worst dropSmaller wins−9.7%

19.0%VolatilityLower wins16.4%

0–4IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSC · IJR

1.9%CWST0.4%

2.4%LGND0.4%

2.1%SNEX0.3%

2.7%MGY0.3%

Held in common5.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
3	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+2.7%	+19.7%	+24.6%	new	new	−11.4%	$9M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
3	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+2.7%	+19.7%	+24.6%	new	new	−11.4%	$9M

End-of-day Nov 9, 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

$13,254

MeasureAFSCIJR

Fee1.09%0.06%

Cost on $10k a year$109$6

Yield0.06%1.21%

5 years, per year[…]+5.8%

3 years, per year[…]+17.4%

Worst drop · 1Y−11.4%−9.7%

Volatility · 1Y19.0%16.4%

4–0measures won
IJR first

5.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AFSC, IJR, IWF

Today

5.7%most shared, AFSC and IJR

AFSCIJRIWF

AFSC—5.7%0.0%

IJR5.7%—0.1%

IWF0.0%0.1%—

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IWF$38 − $18 = $20

AFSC$6 − $109 = −$103

KeptFee

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