FNDA vs IJH

AFNDA

BIJH

Measures won2–3IJH wins · of 6 · 5Y

$10,000 · 5Y$13,903FNDA · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common31.8%FNDA and IJH

FNDA

IJH

Schwab Fundamental U.S. Small Company Index ETF · $8.8BiShares Core S&P Mid-Cap ETF · $121B

+17.2%3 years · per year$16,098 · $15,806+16.5%

+6.8%5 years · per year$13,903 · $13,830+6.7%

0.25%Expense ratio$25 · $5 on $10k · lower wins0.05%

1.25%12-mo yield$125 · $125 on $10k1.25%

−9.4%Worst dropSmaller wins−8.8%

16.0%VolatilityLower wins15.5%

2–3IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDA · IJH

0.3%EXEL0.5%

0.3%GME0.3%

0.3%TTEK0.3%

0.3%SN0.5%

Held in common31.8%

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	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B
2	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

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	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B
2	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

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

FNDA vs IJH

FNDA

Schwab Fundamental U.S. Small Company Index

$13,903

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureFNDAIJH

Fee0.25%0.05%

Cost on $10k a year$25$5

Yield1.25%1.25%

5 years, per year+6.8%+6.7%

3 years, per year+17.2%+16.5%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y16.0%15.5%

4–2measures won
IJH first

31.8%

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: FNDA, IJH

Today

31.8%most shared, FNDA and IJH

FNDAIJH

FNDA—31.8%

IJH31.8%—

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

FNDA$125 − $25 = $100

KeptFee

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