IJR vs ISCV

AIJR

BISCV

Measures won0–5ISCV wins · of 6 · 5Y

$10,000 · 5Y$14,758ISCV · IJR $13,468

Lowest cost0.06%IJR · $6 on $10k

Most income1.89%ISCV · $189 on $10k

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

Held in common28.8%IJR and ISCV

IJR

ISCV

iShares Core S&P Small-Cap ETF · $106BiShares Morningstar Small Cap Value ETF · $693M

+19.0%3 years · per year$16,862 · $17,545+20.6%

+6.1%5 years · per year$13,468 · $14,758+8.1%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

1.21%12-mo yield$121 · $189 on $10k1.89%

−9.7%Worst dropSmaller wins−9.3%

15.8%VolatilityLower wins14.3%

0–5ISCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · ISCV

0.5%SM0.3%

0.5%JXN0.3%

0.6%VSAT0.3%

0.4%MHK0.3%

Held in common28.8%

End-of-day Nov 3, 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	BISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.89%	−0.6%	+16.6%	+21.2%	+20.6%	+8.1%	−9.3%	$693M
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

Both

5Y2 funds

#			Trend
1	BISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.89%	−0.6%	+16.6%	+21.2%	+20.6%	+8.1%	−9.3%	$693M
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

Cards for this view

IJR vs ISCV

IJR

iShares Core S&P Small-Cap

$13,468

ISCV

iShares Morningstar Small Cap Value

$14,758

MeasureIJRISCV

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.21%1.89%

5 years, per year+6.1%+8.1%

3 years, per year+19.0%+20.6%

Worst drop · 1Y−9.7%−9.3%

Volatility · 1Y15.8%14.3%

5–0measures won
ISCV first

28.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IJR, ISCV

Today

28.8%most shared, IJR and ISCV

IJRISCV

IJR—28.8%

ISCV28.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, ISCV

ISCV$189 − $6 = $183

IJR$121 − $6 = $115

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee