ESML vs IJH

AESML

BIJH

Measures won1–5IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · ESML $13,768

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 common43.3%ESML and IJH

ESML

IJH

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7BiShares Core S&P Mid-Cap ETF · $121B

+19.9%3 years · per year$17,255 · $15,806+16.5%

+6.6%5 years · per year$13,768 · $13,830+6.7%

0.17%Expense ratio$17 · $5 on $10k · lower wins0.05%

0.96%12-mo yield$96 · $126 on $10k1.26%

−9.0%Worst dropSmaller wins−8.8%

16.7%VolatilityLower wins15.5%

1–5IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsESML · IJH

0.6%USFD0.7%

0.4%OVV0.5%

0.4%RGLD0.7%

0.4%JLL0.5%

Held in common43.3%

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%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.96%	+0.7%	+15.5%	+18.0%	+19.9%	+6.6%	−9.0%	$2.7B

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%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.96%	+0.7%	+15.5%	+18.0%	+19.9%	+6.6%	−9.0%	$2.7B

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

ESML vs IJH

ESML

iShares ESG Aware MSCI USA Small-Cap

$13,768

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureESMLIJH

Fee0.17%0.05%

Cost on $10k a year$17$5

Yield0.96%1.26%

5 years, per year+6.6%+6.7%

3 years, per year+19.9%+16.5%

Worst drop · 1Y−9.0%−8.8%

Volatility · 1Y16.7%15.5%

5–1measures won
IJH first

43.3%

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: ESML, IJH

Today

43.3%most shared, ESML and IJH

ESMLIJH

ESML—43.3%

IJH43.3%—

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

ESML$96 − $17 = $79

KeptFee

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