IJH vs SSCP

AIJH

BSSCP

Measures won2–0IJH wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

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

Held in common0.0%IJH and SSCP

IJH

SSCP

iShares Core S&P Mid-Cap ETF · $121BSMART Small Cap ETF · $14M

+16.5%3 years · per year$15,806 · […][…]

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

0.05%Expense ratio$5 · $79 on $10k · lower wins0.79%

1.26%12-mo yield$126 · $0 on $10k0.00%

−8.8%Worst dropSmaller wins[…]

15.5%VolatilityLower wins[…]

2–0IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJH · SSCP

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	BSSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	−2.5%	new	new	new	new	[…]	$14M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	BSSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	−2.5%	new	new	new	new	[…]	$14M

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

IJH vs SSCP

IJH

iShares Core S&P Mid-Cap

$13,830

SSCP

SMART Small Cap

[…]

MeasureIJHSSCP

Fee0.05%0.79%

Cost on $10k a year$5$79

Yield1.26%0.00%

5 years, per year+6.7%[…]

3 years, per year+16.5%[…]

Worst drop · 1Y−8.8%[…]

Volatility · 1Y15.5%[…]

2–0measures won
IJH first

0.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAS, SSCP, IJH

Today

40.7%most shared, DFAS and IJH

DFASSSCPIJH

DFAS—0.5%40.7%

SSCP0.5%—0.0%

IJH40.7%0.0%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$103 − $30 = $73

SSCP$0 − $79 = −$79

KeptFee

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