IJR vs JSML

AIJR

BJSML

Measures won4–2IJR wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · JSML $14,020

Lowest cost0.03%VUG · $3 on $10k

Most income1.20%IJR · $120 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common11.6%IJR and JSML

IJR

JSML

iShares Core S&P Small-Cap ETF · $108BJanus Henderson Small Cap Growth Alpha ETF · $377M

+19.3%3 years · per year$16,979 · $19,052+24.0%

+6.8%5 years · per year$13,920 · $14,020+7.0%

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

1.20%12-mo yield$120 · $30 on $10k0.30%

−9.7%Worst dropSmaller wins−14.8%

15.8%VolatilityLower wins22.0%

4–2IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · JSML

0.5%RHP2.2%

0.5%TGTX1.1%

0.4%ZWS1.8%

0.4%LGND0.7%

Held in common11.6%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.30%	+1.1%	+20.6%	+20.0%	+24.0%	+7.0%	−14.8%	$377M
3	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%	$107.7B

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.30%	+1.1%	+20.6%	+20.0%	+24.0%	+7.0%	−14.8%	$377M
3	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%	$107.7B

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 JSML

IJR

iShares Core S&P Small-Cap

$13,920

JSML

Janus Henderson Small Cap Growth Alpha

$14,020

MeasureIJRJSML

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield1.20%0.30%

5 years, per year+6.8%+7.0%

3 years, per year+19.3%+24.0%

Worst drop · 1Y−9.7%−14.8%

Volatility · 1Y15.8%22.0%

4–2measures won
IJR first

11.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IJR, JSML, VUG

Today

11.6%most shared, IJR and JSML

IJRJSMLVUG

IJR—11.6%0.0%

JSML11.6%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

VUG$40 − $3 = $37

JSML$30 − $30 = $0

KeptFee

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