IJH vs ISCG

AIJH

BISCG

Measures won5–1IJH wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IJH $13,830

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common39.5%IJH and ISCG

IJH

ISCG

iShares Core S&P Mid-Cap ETF · $121BiShares Morningstar Small-Cap Growth ETF · $934M

+16.5%3 years · per year$15,806 · $16,813+18.9%

+6.7%5 years · per year$13,830 · $11,960+3.6%

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

1.25%12-mo yield$125 · $67 on $10k0.67%

−8.8%Worst dropSmaller wins−11.4%

15.5%VolatilityLower wins18.5%

5–1IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJH · ISCG

0.6%ROKU0.7%

0.5%NBIX0.6%

0.5%NTNX0.5%

0.4%MANH0.5%

Held in common39.5%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

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

IJH vs ISCG

IJH

iShares Core S&P Mid-Cap

$13,830

ISCG

iShares Morningstar Small-Cap Growth

$11,960

MeasureIJHISCG

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield1.25%0.67%

5 years, per year+6.7%+3.6%

3 years, per year+16.5%+18.9%

Worst drop · 1Y−8.8%−11.4%

Volatility · 1Y15.5%18.5%

5–1measures won
IJH first

39.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IJH, ISCG, VTV

Today

39.5%most shared, IJH and ISCG

IJHISCGVTV

IJH—39.5%0.2%

ISCG39.5%—0.0%

VTV0.2%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJH$125 − $5 = $120

ISCG$67 − $6 = $61

KeptFee

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