FRTY vs IJH

AFRTY

BIJH

Measures won1–5IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · FRTY $8,789

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 common3.5%FRTY and IJH

FRTY

IJH

Alger Mid Cap 40 ETF · $128MiShares Core S&P Mid-Cap ETF · $121B

+20.4%3 years · per year$17,442 · $15,806+16.5%

−2.5%5 years · per year$8,789 · $13,830+6.7%

0.60%Expense ratio$60 · $5 on $10k · lower wins0.05%

0.20%12-mo yield$20 · $126 on $10k1.26%

−19.0%Worst dropSmaller wins−8.8%

28.7%VolatilityLower wins15.5%

1–5IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRTY · IJH

1.6%THC0.7%

1.5%XPO0.6%

3.1%RBC0.4%

2.3%GWRE0.4%

Held in common3.5%

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	AFRTY	Alger Mid Cap 40 ETFRead Desk		0.60%	0.20%	+0.3%	−4.1%	−8.4%	+20.4%	−2.5%	−19.0%	$128M

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	AFRTY	Alger Mid Cap 40 ETFRead Desk		0.60%	0.20%	+0.3%	−4.1%	−8.4%	+20.4%	−2.5%	−19.0%	$128M

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

FRTY vs IJH

FRTY

Alger Mid Cap 40

$8,789

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureFRTYIJH

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield0.20%1.26%

5 years, per year−2.5%+6.7%

3 years, per year+20.4%+16.5%

Worst drop · 1Y−19.0%−8.8%

Volatility · 1Y28.7%15.5%

5–1measures won
IJH first

3.5%

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: FRTY, IJH

Today

3.5%most shared, FRTY and IJH

FRTYIJH

FRTY—3.5%

IJH3.5%—

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

FRTY$20 − $60 = −$40

KeptFee

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