CSB vs IJR

ACSB

BIJR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,920IJR · CSB $13,767

Lowest cost0.06%IJR · $6 on $10k

Most income3.05%CSB · $305 on $10k

Smallest drop−9.5%CSB · worst fall in 1Y

Held in common10.4%CSB and IJR

CSB

IJR

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246MiShares Core S&P Small-Cap ETF · $108B

+16.9%3 years · per year$15,990 · $16,979+19.3%

+6.6%5 years · per year$13,767 · $13,920+6.8%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

3.05%12-mo yield$305 · $120 on $10k1.20%

−9.5%Worst dropSmaller wins−9.7%

12.8%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCSB · IJR

0.5%SM0.5%

0.7%LW0.4%

0.9%EMN0.4%

0.8%LNC0.3%

Held in common10.4%

End-of-day Nov 4, 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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B
2	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.05%	+1.8%	+18.1%	+22.3%	+16.9%	+6.6%	−9.5%	$246M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B
2	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.05%	+1.8%	+18.1%	+22.3%	+16.9%	+6.6%	−9.5%	$246M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSB vs IJR

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,767

IJR

iShares Core S&P Small-Cap

$13,920

MeasureCSBIJR

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield3.05%1.20%

5 years, per year+6.6%+6.8%

3 years, per year+16.9%+19.3%

Worst drop · 1Y−9.5%−9.7%

Volatility · 1Y12.8%15.8%

3–3measures won
level

10.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CSB, IJR

Today

10.4%most shared, CSB and IJR

CSBIJR

CSB—10.4%

IJR10.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

IJR$120 − $6 = $114

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee