FVAL vs IJH

AFVAL

BIJH

Measures won4–2FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,546FVAL · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.53%FVAL · $153 on $10k

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

Held in common3.7%FVAL and IJH

FVAL

IJH

Fidelity Value Factor ETF · $1.4BiShares Core S&P Mid-Cap ETF · $125B

+22.0%3 years · per year$18,176 · $15,806+16.5%

+11.9%5 years · per year$17,546 · $13,830+6.7%

0.15%Expense ratio$15 · $5 on $10k · lower wins0.05%

1.53%12-mo yield$153 · $126 on $10k1.26%

−8.9%Worst dropSmaller wins−8.8%

12.4%VolatilityLower wins15.5%

4–2FVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFVAL · IJH

0.7%RNR0.4%

0.5%ALLY0.3%

0.7%ARW0.3%

0.3%OC0.3%

Held in common3.7%

End-of-day Nov 5, 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	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B

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

Both

5Y2 funds

#			Trend
1	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B

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

Cards for this view

FVAL vs IJH

FVAL

Fidelity Value Factor

$17,546

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureFVALIJH

Fee0.15%0.05%

Cost on $10k a year$15$5

Yield1.53%1.26%

5 years, per year+11.9%+6.7%

3 years, per year+22.0%+16.5%

Worst drop · 1Y−8.9%−8.8%

Volatility · 1Y12.4%15.5%

4–2measures won
FVAL first

3.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FVAL, IJH

Today

3.7%most shared, FVAL and IJH

FVALIJH

FVAL—3.7%

IJH3.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$138most kept, FVAL

FVAL$153 − $15 = $138

IJH$126 − $5 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee