FITE vs IJR

AFITE

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$20,034FITE · IJR $13,254

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common3.1%FITE and IJR

FITE

IJR

State Street SPDR S&P Kensho Future Security ETF · $142MiShares Core S&P Small-Cap ETF · $104B

+32.4%3 years · per year$23,204 · $16,193+17.4%

+14.9%5 years · per year$20,034 · $13,254+5.8%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

0.11%12-mo yield$11 · $121 on $10k1.21%

−16.3%Worst dropSmaller wins−9.7%

29.9%VolatilityLower wins16.4%

2–4IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFITE · IJR

1.5%VSAT0.5%

1.1%ESE0.3%

1.4%KRMN0.3%

1.4%IRDM0.3%

Held in common3.1%

End-of-day Nov 9, 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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	+5.2%	+25.9%	+25.9%	+32.4%	+14.9%	−16.3%	$142M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	+5.2%	+25.9%	+25.9%	+32.4%	+14.9%	−16.3%	$142M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FITE vs IJR

FITE

SPDR S&P Kensho Future Security

$20,034

IJR

iShares Core S&P Small-Cap

$13,254

MeasureFITEIJR

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield0.11%1.21%

5 years, per year+14.9%+5.8%

3 years, per year+32.4%+17.4%

Worst drop · 1Y−16.3%−9.7%

Volatility · 1Y29.9%16.4%

4–2measures won
IJR first

3.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FITE, IJR

Today

3.1%most shared, FITE and IJR

FITEIJR

FITE—3.1%

IJR3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

FITE$11 − $45 = −$34

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee