ESML vs IJR

AESML

BIJR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,470ESML · IJR $13,920

Lowest cost0.06%IJR · $6 on $10k

Most income1.20%IJR · $120 on $10k

Smallest drop−9.0%ESML · worst fall in 1Y

Held in common27.1%ESML and IJR

ESML

IJR

iShares ESG Aware MSCI USA Small-Cap ETF · $2.8BiShares Core S&P Small-Cap ETF · $108B

+21.9%3 years · per year$18,109 · $16,979+19.3%

+7.7%5 years · per year$14,470 · $13,920+6.8%

0.17%Expense ratio$17 · $6 on $10k · lower wins0.06%

0.92%12-mo yield$92 · $120 on $10k1.20%

−9.0%Worst dropSmaller wins−9.7%

16.3%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsESML · IJR

0.3%ZWS0.4%

0.3%ADT0.3%

0.3%FBP0.2%

0.2%ACIW0.3%

Held in common27.1%

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	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.8B
2	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

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	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.8B
2	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

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

ESML vs IJR

ESML

iShares ESG Aware MSCI USA Small-Cap

$14,470

IJR

iShares Core S&P Small-Cap

$13,920

MeasureESMLIJR

Fee0.17%0.06%

Cost on $10k a year$17$6

Yield0.92%1.20%

5 years, per year+7.7%+6.8%

3 years, per year+21.9%+19.3%

Worst drop · 1Y−9.0%−9.7%

Volatility · 1Y16.3%15.8%

3–3measures won
level

27.1%

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: ESML, IJR

Today

27.1%most shared, ESML and IJR

ESMLIJR

ESML—27.1%

IJR27.1%—

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

ESML$92 − $17 = $75

KeptFee

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