FVAL vs IJR

AFVAL

BIJR

Measures won5–1FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,789FVAL · IJR $13,254

Lowest cost0.06%IJR · $6 on $10k

Most income1.50%FVAL · $150 on $10k

Smallest drop−8.9%FVAL · worst fall in 1Y

Held in common0.3%FVAL and IJR

FVAL

IJR

Fidelity Value Factor ETF · $1.4BiShares Core S&P Small-Cap ETF · $107B

+21.6%3 years · per year$17,981 · $16,193+17.4%

+12.2%5 years · per year$17,789 · $13,254+5.8%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.50%12-mo yield$150 · $121 on $10k1.21%

−8.9%Worst dropSmaller wins−9.7%

12.5%VolatilityLower wins16.4%

5–1FVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFVAL · IJR

0.3%TAP0.4%

Held in common0.3%

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	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.50%	+1.4%	+14.5%	+19.5%	+21.6%	+12.2%	−8.9%	$1.4B
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%	$106.7B

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	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.50%	+1.4%	+14.5%	+19.5%	+21.6%	+12.2%	−8.9%	$1.4B
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%	$106.7B

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

FVAL vs IJR

FVAL

Fidelity Value Factor

$17,789

IJR

iShares Core S&P Small-Cap

$13,254

MeasureFVALIJR

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.50%1.21%

5 years, per year+12.2%+5.8%

3 years, per year+21.6%+17.4%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y12.5%16.4%

5–1measures won
FVAL first

0.3%

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%

$122BAssets$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: FVAL, IJR

Today

0.3%most shared, FVAL and IJR

FVALIJR

FVAL—0.3%

IJR0.3%—

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

Income After Fees on $10,000

$135most kept, FVAL

FVAL$150 − $15 = $135

IJR$121 − $6 = $115

KeptFee

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