IJR vs JSML

AIJR

BJSML

Measures won5–1IJR wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IJR $13,170

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common11.3%IJR and JSML

IJR

JSML

iShares Core S&P Small-Cap ETF · $104BJanus Henderson Small Cap Growth Alpha ETF · $361M

+17.3%3 years · per year$16,147 · $18,027+21.7%

+5.7%5 years · per year$13,170 · $13,078+5.5%

0.06%Expense ratio$6 · $30 on $10k · lower wins0.30%

1.24%12-mo yield$124 · $32 on $10k0.32%

−9.7%Worst dropSmaller wins−14.8%

16.2%VolatilityLower wins22.5%

5–1IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · JSML

0.5%RHP2.2%

0.5%TGTX1.1%

0.4%FTDR0.8%

0.4%ZWS1.9%

Held in common11.3%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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
3	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$361M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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
3	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$361M

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 JSML

IJR

iShares Core S&P Small-Cap

$13,170

JSML

Janus Henderson Small Cap Growth Alpha

$13,078

MeasureIJRJSML

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield1.24%0.32%

5 years, per year+5.7%+5.5%

3 years, per year+17.3%+21.7%

Worst drop · 1Y−9.7%−14.8%

Volatility · 1Y16.2%22.5%

5–1measures won
IJR first

11.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, JSML, VTV

Today

11.3%most shared, IJR and JSML

IJRJSMLVTV

IJR—11.3%0.0%

JSML11.3%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJR$124 − $6 = $118

JSML$32 − $30 = $2

KeptFee

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