FLQM vs IWR

AFLQM

BIWR

Measures won4–2FLQM wins · of 6 · 5Y

$10,000 · 5Y$14,319FLQM · IWR $13,924

Lowest cost0.18%IWR · $18 on $10k

Most income1.60%FLQM · $160 on $10k

Smallest drop−7.6%FLQM · worst fall in 1Y

Held in common25.9%FLQM and IWR

FLQM

IWR

Franklin U.S. Mid Cap Multifactor Index ETF · $1.4BiShares Russell Mid-Cap ETF · $56.9B

+15.6%3 years · per year$15,462 · $16,955+19.2%

+7.4%5 years · per year$14,319 · $13,924+6.8%

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

1.60%12-mo yield$160 · $118 on $10k1.18%

−7.6%Worst dropSmaller wins−8.2%

12.7%VolatilityLower wins13.8%

4–2FLQM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLQM · IWR

1.2%ALL0.5%

1.6%KMB0.5%

1.2%COR0.5%

1.1%GWW0.5%

Held in common25.9%

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	AFLQM	Franklin U.S. Mid Cap Multifactor Index ETFRead Desk		0.30%	1.60%	−1.0%	+10.7%	+13.3%	+15.6%	+7.4%	−7.6%	$1.4B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

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	AFLQM	Franklin U.S. Mid Cap Multifactor Index ETFRead Desk		0.30%	1.60%	−1.0%	+10.7%	+13.3%	+15.6%	+7.4%	−7.6%	$1.4B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

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

FLQM vs IWR

FLQM

Franklin U.S. Mid Cap Multifactor Index

$14,319

IWR

iShares Russell Mid-Cap

$13,924

MeasureFLQMIWR

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield1.60%1.18%

5 years, per year+7.4%+6.8%

3 years, per year+15.6%+19.2%

Worst drop · 1Y−7.6%−8.2%

Volatility · 1Y12.7%13.8%

4–2measures won
FLQM first

25.9%

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: FLQM, IWR

Today

25.9%most shared, FLQM and IWR

FLQMIWR

FLQM—25.9%

IWR25.9%—

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

Income After Fees on $10,000

$130most kept, FLQM

FLQM$160 − $30 = $130

IWR$118 − $18 = $100

KeptFee

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