IJR vs FITE

AIJR

BFITE

Measures won4–2IJR wins · of 6 · 5Y

$10,000 · 5Y$19,149FITE · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common2.9%IJR and FITE

IJR

FITE

iShares Core S&P Small-Cap ETF · $104BState Street SPDR S&P Kensho Future Security ETF · $150M

+17.3%3 years · per year$16,147 · $22,367+30.8%

+5.7%5 years · per year$13,170 · $19,149+13.9%

0.06%Expense ratio$6 · $45 on $10k · lower wins0.45%

1.24%12-mo yield$124 · $12 on $10k0.12%

−9.7%Worst dropSmaller wins−16.3%

16.2%VolatilityLower wins29.6%

4–2IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · FITE

0.5%VSAT1.4%

0.3%ESE1.1%

0.3%TENB2.4%

0.3%IRDM1.3%

Held in common2.9%

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

Both

5Y2 funds

#			Trend
1	BFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.12%	+1.9%	+19.6%	+17.9%	+30.8%	+13.9%	−16.3%	$150M
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

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

Both

5Y2 funds

#			Trend
1	BFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.12%	+1.9%	+19.6%	+17.9%	+30.8%	+13.9%	−16.3%	$150M
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

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

IJR vs FITE

IJR

iShares Core S&P Small-Cap

$13,170

FITE

SPDR S&P Kensho Future Security

$19,149

MeasureIJRFITE

Fee0.06%0.45%

Cost on $10k a year$6$45

Yield1.24%0.12%

5 years, per year+5.7%+13.9%

3 years, per year+17.3%+30.8%

Worst drop · 1Y−9.7%−16.3%

Volatility · 1Y16.2%29.6%

4–2measures won
IJR first

2.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IJR, FITE

Today

2.9%most shared, IJR and FITE

IJRFITE

IJR—2.9%

FITE2.9%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

FITE$12 − $45 = −$33

KeptFee

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