AVSC vs IJH

AAVSC

BIJH

Measures won2–3IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.1%AVSC · worst fall in 1Y

Held in common10.8%AVSC and IJH

AVSC

IJH

Avantis U.S. Small Cap Equity ETF · $3.2BiShares Core S&P Mid-Cap ETF · $125B

+20.3%3 years · per year$17,409 · $15,806+16.5%

[…]5 years · per year[…] · $13,830+6.7%

0.25%Expense ratio$25 · $5 on $10k · lower wins0.05%

1.00%12-mo yield$100 · $126 on $10k1.26%

−8.1%Worst dropSmaller wins−8.8%

16.1%VolatilityLower wins15.5%

2–3IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVSC · IJH

0.3%ANF0.2%

0.2%CROX0.2%

0.2%QLYS0.2%

0.3%SAIC0.2%

Held in common10.8%

End-of-day Nov 5, 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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
2	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	1.00%	−3.8%	+20.2%	+25.5%	+20.3%	new	−8.1%	$3.2B

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

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
2	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	1.00%	−3.8%	+20.2%	+25.5%	+20.3%	new	−8.1%	$3.2B

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

Cards for this view

AVSC vs IJH

AVSC

Avantis U.S. Small Cap Equity

[…]

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureAVSCIJH

Fee0.25%0.05%

Cost on $10k a year$25$5

Yield1.00%1.26%

5 years, per year[…]+6.7%

3 years, per year+20.3%+16.5%

Worst drop · 1Y−8.1%−8.8%

Volatility · 1Y16.1%15.5%

3–2measures won
IJH first

10.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AVSC, IJH

Today

10.8%most shared, AVSC and IJH

AVSCIJH

AVSC—10.8%

IJH10.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

AVSC$100 − $25 = $75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee