IJH vs SQLT

AIJH

BSQLT

Measures won2–0IJH wins · of 6 · 5Y

$10,000 · 5Y$14,620IJH

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common39.2%IJH and SQLT

IJH

SQLT

iShares Core S&P Mid-Cap ETF · $125BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+18.4%3 years · per year$16,594 · […][…]

+7.9%5 years · per year$14,620 · […][…]

0.05%Expense ratio$5 · $20 on $10k · lower wins0.20%

1.21%12-mo yield$121 · $48 on $10k0.48%

−8.8%Worst dropSmaller wins[…]

15.0%VolatilityLower wins[…]

2–0IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJH · SQLT

0.6%THC0.8%

0.6%PR0.6%

0.6%WWD0.8%

0.6%RGLD0.8%

Held in common39.2%

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	AIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
2	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

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	AIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
2	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

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

IJH vs SQLT

IJH

iShares Core S&P Mid-Cap

$14,620

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureIJHSQLT

Fee0.05%0.20%

Cost on $10k a year$5$20

Yield1.21%0.48%

5 years, per year+7.9%[…]

3 years, per year+18.4%[…]

Worst drop · 1Y−8.8%[…]

Volatility · 1Y15.0%[…]

2–0measures won
IJH first

39.2%

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: IJH, SQLT

Today

39.2%most shared, IJH and SQLT

IJHSQLT

IJH—39.2%

SQLT39.2%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

SQLT$48 − $20 = $28

KeptFee

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