BBMC vs IJH

ABBMC

BIJH

Measures won1–5IJH wins · of 6 · 5Y

$10,000 · 5Y$14,303IJH · BBMC $14,197

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common57.5%BBMC and IJH

BBMC

IJH

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · $2.1BiShares Core S&P Mid-Cap ETF · $125B

+22.6%3 years · per year$18,431 · $16,625+18.5%

+7.3%5 years · per year$14,197 · $14,303+7.4%

0.07%Expense ratio$7 · $5 on $10k · lower wins0.05%

1.14%12-mo yield$114 · $122 on $10k1.22%

−9.7%Worst dropSmaller wins−8.8%

16.2%VolatilityLower wins15.0%

1–5IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBMC · IJH

0.7%OKTA1.0%

0.5%FTI0.8%

0.5%ATI0.7%

0.5%USFD0.7%

Held in common57.5%

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

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	ABBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETFRead Desk		0.07%	1.14%	+0.2%	+17.0%	+19.7%	+22.6%	+7.3%	−9.7%	$2.1B

End-of-day Nov 3, 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%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	ABBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETFRead Desk		0.07%	1.14%	+0.2%	+17.0%	+19.7%	+22.6%	+7.3%	−9.7%	$2.1B

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

BBMC vs IJH

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity

$14,197

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureBBMCIJH

Fee0.07%0.05%

Cost on $10k a year$7$5

Yield1.14%1.22%

5 years, per year+7.3%+7.4%

3 years, per year+22.6%+18.5%

Worst drop · 1Y−9.7%−8.8%

Volatility · 1Y16.2%15.0%

5–1measures won
IJH first

57.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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

Overlap: BBMC, IJH

Today

57.5%most shared, BBMC and IJH

BBMCIJH

BBMC—57.5%

IJH57.5%—

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

BBMC$114 − $7 = $107

KeptFee

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