AFSC vs IJR

AAFSC

BIJR

Measures won0–4IJR wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IWF $16,499

Lowest cost0.03%VOO · $3 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common6.0%AFSC and IJR

AFSC

IJR

abrdn Focused U.S. Small Cap Active ETF · $10MiShares Core S&P Small-Cap ETF · $106B

[…]3 years · per year[…] · $16,862+19.0%

[…]5 years · per year[…] · $13,468+6.1%

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

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

−10.3%Worst dropSmaller wins−9.7%

18.4%VolatilityLower wins15.8%

0–4IJR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFSC · IJR

2.8%LGND0.4%

2.8%MGY0.4%

1.9%CWST0.3%

2.0%SNEX0.3%

Held in common6.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+0.8%	+21.0%	+24.6%	new	new	−10.3%	$10M

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+0.8%	+21.0%	+24.6%	new	new	−10.3%	$10M

End-of-day Nov 3, 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

$13,468

MeasureAFSCIJR

Fee1.09%0.06%

Cost on $10k a year$109$6

Yield0.06%1.21%

5 years, per year[…]+6.1%

3 years, per year[…]+19.0%

Worst drop · 1Y−10.3%−9.7%

Volatility · 1Y18.4%15.8%

4–0measures won
IJR first

6.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: AFSC, IJR, VOO, IWF

Today

59.1%most shared, VOO and IWF

AFSCIJRVOOIWF

AFSC—6.0%0.0%0.0%

IJR6.0%—0.0%0.1%

VOO0.0%0.0%—59.1%

IWF0.0%0.1%59.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VOO$107 − $3 = $104

IWF$37 − $18 = $19

AFSC$6 − $109 = −$103

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee