HUMM vs SMLF

AHUMM

BSMLF

Measures won0–2SMLF wins · of 6 · 5Y

$10,000 · 5Y$16,794SMLF

Lowest cost0.15%SMLF · $15 on $10k

Most income0.98%SMLF · $98 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common0.8%HUMM and SMLF

HUMM

SMLF

800VDC AI Datacenter Ecosystem ETF · $2MiShares U.S. Small-Cap Equity Factor ETF · $4.3B

[…]3 years · per year[…] · $18,634+23.1%

[…]5 years · per year[…] · $16,794+10.9%

0.49%Expense ratio$49 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $98 on $10k0.98%

[…]Worst dropSmaller wins−8.7%

[…]VolatilityLower wins16.9%

0–2SMLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsHUMM · SMLF

4.7%FLEX0.6%

3.1%AEIS0.1%

5.2%VICR0.1%

4.7%NVTS0.0%

Held in common0.8%

End-of-day Nov 4, 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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
2	AHUMM	800VDC AI Datacenter Ecosystem ETFRead Desk		0.49%	0.00%	0.0%	new	new	new	new	[…]	$2M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
2	AHUMM	800VDC AI Datacenter Ecosystem ETFRead Desk		0.49%	0.00%	0.0%	new	new	new	new	[…]	$2M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HUMM vs SMLF

HUMM

800VDC AI Datacenter Ecosystem

[…]

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

MeasureHUMMSMLF

Fee0.49%0.15%

Cost on $10k a year$49$15

Yield0.00%0.98%

5 years, per year[…]+10.9%

3 years, per year[…]+23.1%

Worst drop · 1Y[…]−8.7%

Volatility · 1Y[…]16.9%

2–0measures won
SMLF first

0.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HUMM, SMLF

Today

0.8%most shared, HUMM and SMLF

HUMMSMLF

HUMM—0.8%

SMLF0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

HUMM$0 − $49 = −$49

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee