CZA vs IJH

ACZA

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,397CZA · IJH $14,303

Lowest cost0.05%IJH · $5 on $10k

Most income1.36%CZA · $136 on $10k

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

Held in common9.6%CZA and IJH

CZA

IJH

Invesco Zacks Mid-Cap ETF · $181MiShares Core S&P Mid-Cap ETF · $125B

+18.3%3 years · per year$16,575 · $16,625+18.5%

+7.6%5 years · per year$14,397 · $14,303+7.4%

0.69%Expense ratio$69 · $5 on $10k · lower wins0.05%

1.36%12-mo yield$136 · $122 on $10k1.22%

−9.2%Worst dropSmaller wins−8.8%

11.9%VolatilityLower wins15.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCZA · IJH

1.1%RS0.7%

1.0%THC0.6%

1.0%RGLD0.6%

0.9%SNX0.6%

Held in common9.6%

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	ACZA	Invesco Zacks Mid-Cap ETFRead Desk		0.69%	1.36%	−0.3%	+14.6%	+18.5%	+18.3%	+7.6%	−9.2%	$181M
2	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

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	ACZA	Invesco Zacks Mid-Cap ETFRead Desk		0.69%	1.36%	−0.3%	+14.6%	+18.5%	+18.3%	+7.6%	−9.2%	$181M
2	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

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

CZA vs IJH

CZA

Invesco Zacks Mid-Cap

$14,397

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureCZAIJH

Fee0.69%0.05%

Cost on $10k a year$69$5

Yield1.36%1.22%

5 years, per year+7.6%+7.4%

3 years, per year+18.3%+18.5%

Worst drop · 1Y−9.2%−8.8%

Volatility · 1Y11.9%15.0%

3–3measures won
level

9.6%

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: CZA, IJH

Today

9.6%most shared, CZA and IJH

CZAIJH

CZA—9.6%

IJH9.6%—

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

CZA$136 − $69 = $67

KeptFee

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