AFSM vs IJH

AAFSM

BIJH

Measures won2–4IJH wins · of 6 · 5Y

$10,000 · 5Y$14,598AFSM · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common7.4%AFSM and IJH

AFSM

IJH

First Trust Active Factor Small Cap ETF · $129MiShares Core S&P Mid-Cap ETF · $121B

+19.1%3 years · per year$16,877 · $15,806+16.5%

+7.9%5 years · per year$14,598 · $13,830+6.7%

0.75%Expense ratio$75 · $5 on $10k · lower wins0.05%

0.53%12-mo yield$53 · $125 on $10k1.25%

−9.6%Worst dropSmaller wins−8.8%

17.9%VolatilityLower wins15.5%

2–4IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFSM · IJH

0.8%HALO0.4%

0.4%CRS0.4%

0.6%BTSG0.3%

0.3%AIT0.3%

Held in common7.4%

End-of-day Nov 6, 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	AAFSM	First Trust Active Factor Small Cap ETFRead Desk		0.75%	0.53%	+0.1%	+15.8%	+17.5%	+19.1%	+7.9%	−9.6%	$129M
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAFSM	First Trust Active Factor Small Cap ETFRead Desk		0.75%	0.53%	+0.1%	+15.8%	+17.5%	+19.1%	+7.9%	−9.6%	$129M
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFSM vs IJH

AFSM

First Trust Active Factor Small Cap

$14,598

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureAFSMIJH

Fee0.75%0.05%

Cost on $10k a year$75$5

Yield0.53%1.25%

5 years, per year+7.9%+6.7%

3 years, per year+19.1%+16.5%

Worst drop · 1Y−9.6%−8.8%

Volatility · 1Y17.9%15.5%

4–2measures won
IJH first

7.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AFSM, IJH

Today

7.4%most shared, AFSM and IJH

AFSMIJH

AFSM—7.4%

IJH7.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

AFSM$53 − $75 = −$22

KeptFee

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