IJH vs SQLT

AIJH

BSQLT

Measures won2–0IJH wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IJH $13,830

Lowest cost0.03%VUG · $3 on $10k

Most income1.25%IJH · $125 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 · $121BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+16.5%3 years · per year$15,806 · […][…]

+6.7%5 years · per year$13,830 · […][…]

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

1.25%12-mo yield$125 · $49 on $10k0.49%

−8.8%Worst dropSmaller wins[…]

15.5%VolatilityLower wins[…]

2–0IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJH · SQLT

0.7%THC0.9%

0.7%RGLD1.0%

0.5%WWD0.7%

0.5%PR0.6%

Held in common39.2%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	+0.1%	new	new	new	new	[…]	$7M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	+0.1%	new	new	new	new	[…]	$7M

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 SQLT

IJH

iShares Core S&P Mid-Cap

$13,830

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureIJHSQLT

Fee0.05%0.20%

Cost on $10k a year$5$20

Yield1.25%0.49%

5 years, per year+6.7%[…]

3 years, per year+16.5%[…]

Worst drop · 1Y−8.8%[…]

Volatility · 1Y15.5%[…]

2–0measures won
IJH first

39.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IJH, SQLT, VUG

Today

39.2%most shared, IJH and SQLT

IJHSQLTVUG

IJH—39.2%0.0%

SQLT39.2%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

VUG$42 − $3 = $39

SQLT$49 − $20 = $29

KeptFee

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