DFSV vs IJH

ADFSV

BIJH

Measures won3–2DFSV wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH

Lowest cost0.05%IJH · $5 on $10k

Most income1.42%DFSV · $142 on $10k

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

Held in common20.4%DFSV and IJH

DFSV

IJH

U.S. Small Cap Value Portfolio ETF Class Shares · $27.1BiShares Core S&P Mid-Cap ETF · $121B

+18.5%3 years · per year$16,658 · $15,806+16.5%

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

0.31%Expense ratio$31 · $5 on $10k · lower wins0.05%

1.42%12-mo yield$142 · $125 on $10k1.25%

−9.4%Worst dropSmaller wins−8.8%

15.1%VolatilityLower wins15.5%

3–2DFSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSV · IJH

0.5%OVV0.5%

0.6%DINO0.5%

0.4%PNFP0.5%

0.4%WCC0.4%

Held in common20.4%

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	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
2	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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	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
2	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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

DFSV vs IJH

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureDFSVIJH

Fee0.31%0.05%

Cost on $10k a year$31$5

Yield1.42%1.25%

5 years, per year[…]+6.7%

3 years, per year+18.5%+16.5%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y15.1%15.5%

3–2measures won
DFSV first

20.4%

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: DFSV, IJH

Today

20.4%most shared, DFSV and IJH

DFSVIJH

DFSV—20.4%

IJH20.4%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFSV$142 − $31 = $111

KeptFee

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