IJH vs ISCG

AIJH

BISCG

Measures won5–1IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · ISCG $11,876

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 common39.6%IJH and ISCG

IJH

ISCG

iShares Core S&P Mid-Cap ETF · $121BiShares Morningstar Small-Cap Growth ETF · $927M

+16.5%3 years · per year$15,806 · $16,721+18.7%

+6.7%5 years · per year$13,830 · $11,876+3.5%

0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%

1.26%12-mo yield$126 · $68 on $10k0.68%

−8.8%Worst dropSmaller wins−11.4%

15.5%VolatilityLower wins18.6%

5–1IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJH · ISCG

0.6%ROKU0.7%

0.5%NTNX0.6%

0.5%NBIX0.6%

0.4%LECO0.5%

Held in common39.6%

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	AIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$927M

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	AIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$927M

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

IJH vs ISCG

IJH

iShares Core S&P Mid-Cap

$13,830

ISCG

iShares Morningstar Small-Cap Growth

$11,876

MeasureIJHISCG

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield1.26%0.68%

5 years, per year+6.7%+3.5%

3 years, per year+16.5%+18.7%

Worst drop · 1Y−8.8%−11.4%

Volatility · 1Y15.5%18.6%

5–1measures won
IJH first

39.6%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IJH, ISCG

Today

39.6%most shared, IJH and ISCG

IJHISCG

IJH—39.6%

ISCG39.6%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

ISCG$68 − $6 = $62

KeptFee

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