CDL vs IJH

ACDL

BIJH

Measures won5–1CDL wins · of 6 · 5Y

$10,000 · 5Y$16,213CDL · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income3.23%CDL · $323 on $10k

Smallest drop−7.9%CDL · worst fall in 1Y

Held in common1.7%CDL and IJH

CDL

IJH

VictoryShares US Large Cap High Div Volatility Wtd ETF · $409MiShares Core S&P Mid-Cap ETF · $121B

+18.8%3 years · per year$16,786 · $15,806+16.5%

+10.1%5 years · per year$16,213 · $13,830+6.7%

0.38%Expense ratio$38 · $5 on $10k · lower wins0.05%

3.23%12-mo yield$323 · $125 on $10k1.25%

−7.9%Worst dropSmaller wins−8.8%

11.1%VolatilityLower wins15.5%

5–1CDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsCDL · IJH

0.7%PR0.5%

1.0%DTM0.3%

0.6%CG0.3%

0.8%VNOM0.2%

Held in common1.7%

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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$409M
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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$409M
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

CDL vs IJH

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,213

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureCDLIJH

Fee0.38%0.05%

Cost on $10k a year$38$5

Yield3.23%1.25%

5 years, per year+10.1%+6.7%

3 years, per year+18.8%+16.5%

Worst drop · 1Y−7.9%−8.8%

Volatility · 1Y11.1%15.5%

5–1measures won
CDL first

1.7%

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: CDL, IJH

Today

1.7%most shared, CDL and IJH

CDLIJH

CDL—1.7%

IJH1.7%—

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

Income After Fees on $10,000

$285most kept, CDL

CDL$323 − $38 = $285

IJH$125 − $5 = $120

KeptFee

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