IJR vs IJS

AIJR

BIJS

Measures won1–4IJS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IJS $13,664

Lowest cost0.03%VUG · $3 on $10k

Most income1.42%IJS · $142 on $10k

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

Held in common65.3%IJR and IJS

IJR

IJS

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

+17.4%3 years · per year$16,200 · $16,426+18.0%

+5.6%5 years · per year$13,136 · $13,664+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%

16.3%VolatilityLower wins16.3%

1–4IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · IJS

0.6%PAYC1.1%

0.5%MTCH1.0%

0.5%VSXY0.9%

0.5%JXN0.9%

Held in common65.3%

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.6B
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.6B
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B

End-of-day Nov 5, 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

$13,136

IJS

iShares S&P Small-Cap 600 Value

$13,664

MeasureIJRIJS

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield1.24%1.42%

5 years, per year+5.6%+6.4%

3 years, per year+17.4%+18.0%

Worst drop · 1Y−9.7%−9.3%

Volatility · 1Y16.3%16.3%

4–1measures won
IJS first

65.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IJR, IJS, VUG

Today

65.3%most shared, IJR and IJS

IJRIJSVUG

IJR—65.3%0.0%

IJS65.3%—0.0%

VUG0.0%0.0%—

End-of-day Nov 5, 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

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee