IJR vs IJS

AIJR

BIJS

Measures won1–4IJS wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IJS $13,645

Lowest cost0.06%IJR · $6 on $10k

Most income1.42%IJS · $142 on $10k

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

Held in common65.4%IJR and IJS

IJR

IJS

iShares Core S&P Small-Cap ETF · $104BiShares S&P Small-Cap 600 Value ETF · $7.6B

+17.3%3 years · per year$16,147 · $16,272+17.6%

+5.7%5 years · per year$13,170 · $13,645+6.4%

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

1.24%12-mo yield$124 · $142 on $10k1.42%

−9.7%Worst dropSmaller wins−9.3%

16.2%VolatilityLower wins16.2%

1–4IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · IJS

0.6%PAYC1.1%

0.5%MTCH1.0%

0.5%EPAM0.9%

0.5%VSXY0.9%

Held in common65.4%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.6B
3	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%	$103.7B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.6B
3	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%	$103.7B

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 IJS

IJR

iShares Core S&P Small-Cap

$13,170

IJS

iShares S&P Small-Cap 600 Value

$13,645

MeasureIJRIJS

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield1.24%1.42%

5 years, per year+5.7%+6.4%

3 years, per year+17.3%+17.6%

Worst drop · 1Y−9.7%−9.3%

Volatility · 1Y16.2%16.2%

4–1measures won
IJS first

65.4%

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$59.1B

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: IJR, IJS, IWF

Today

65.4%most shared, IJR and IJS

IJRIJSIWF

IJR—65.4%0.1%

IJS65.4%—0.0%

IWF0.1%0.0%—

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

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

IJR$124 − $6 = $118

IWF$39 − $18 = $21

KeptFee

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