IJH vs SQLV

AIJH

BSQLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,155SQLV · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common2.6%IJH and SQLV

IJH

SQLV

iShares Core S&P Mid-Cap ETF · $125BRoyce Quant Small-Cap Quality Value ETF · $41M

+18.4%3 years · per year$16,594 · $16,710+18.7%

+7.9%5 years · per year$14,620 · $15,155+8.7%

0.05%Expense ratio$5 · $60 on $10k · lower wins0.60%

1.21%12-mo yield$121 · $99 on $10k0.99%

−8.8%Worst dropSmaller wins−7.7%

15.0%VolatilityLower wins16.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIJH · SQLV

0.3%WTFC0.3%

0.2%QLYS0.8%

0.2%HRB0.9%

0.2%ST0.3%

Held in common2.6%

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	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
2	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

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	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
2	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

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 SQLV

IJH

iShares Core S&P Mid-Cap

$14,620

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureIJHSQLV

Fee0.05%0.60%

Cost on $10k a year$5$60

Yield1.21%0.99%

5 years, per year+7.9%+8.7%

3 years, per year+18.4%+18.7%

Worst drop · 1Y−8.8%−7.7%

Volatility · 1Y15.0%16.0%

3–3measures won
level

2.6%

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, SQLV

Today

2.6%most shared, IJH and SQLV

IJHSQLV

IJH—2.6%

SQLV2.6%—

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

SQLV$99 − $60 = $39

KeptFee

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