IJR vs IJS

AIJR

BIJS

Measures won2–4IJS wins · of 6 · 5Y

$10,000 · 5Y$14,359IJS · IJR $13,920

Lowest cost0.06%IJR · $6 on $10k

Most income1.37%IJS · $137 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common65.1%IJR and IJS

IJR

IJS

iShares Core S&P Small-Cap ETF · $106BiShares S&P Small-Cap 600 Value ETF · $7.7B

+19.3%3 years · per year$16,979 · $17,153+19.7%

+6.8%5 years · per year$13,920 · $14,359+7.5%

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

1.20%12-mo yield$120 · $137 on $10k1.37%

−9.7%Worst dropSmaller wins−9.3%

15.8%VolatilityLower wins15.9%

2–4IJS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · IJS

0.6%PAYC1.1%

0.5%MTCH0.9%

0.5%JXN0.9%

0.5%SM0.9%

Held in common65.1%

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	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.7B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$106.1B

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	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.7B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$106.1B

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

IJR vs IJS

IJR

iShares Core S&P Small-Cap

$13,920

IJS

iShares S&P Small-Cap 600 Value

$14,359

MeasureIJRIJS

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield1.20%1.37%

5 years, per year+6.8%+7.5%

3 years, per year+19.3%+19.7%

Worst drop · 1Y−9.7%−9.3%

Volatility · 1Y15.8%15.9%

4–2measures won
IJS first

65.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IJR, IJS

Today

65.1%most shared, IJR and IJS

IJRIJS

IJR—65.1%

IJS65.1%—

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

Income After Fees on $10,000

$119most kept, IJS

IJS$137 − $18 = $119

IJR$120 − $6 = $114

KeptFee

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