IJR vs TMFS

AIJR

BTMFS

Measures won6–0IJR wins · of 6 · 5Y

$10,000 · 5Y$13,920IJR · TMFS $9,268

Lowest cost0.06%IJR · $6 on $10k

Most income1.20%IJR · $120 on $10k

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

Held in common2.4%IJR and TMFS

IJR

TMFS

iShares Core S&P Small-Cap ETF · $108BMotley Fool Small-Cap Growth ETF · $53M

+19.3%3 years · per year$16,979 · $13,756+11.2%

+6.8%5 years · per year$13,920 · $9,268−1.5%

0.06%Expense ratio$6 · $85 on $10k · lower wins0.85%

1.20%12-mo yield$120 · $0 on $10k0.00%

−9.7%Worst dropSmaller wins−15.7%

15.8%VolatilityLower wins19.2%

6–0IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · TMFS

0.4%EMN2.1%

0.3%SNEX4.1%

0.3%FTDR2.6%

0.3%HRI5.1%

Held in common2.4%

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

Both

5Y2 funds

#			Trend
1	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
2	BTMFS	Motley Fool Small-Cap Growth ETFRead Desk		0.85%	0.00%	+2.5%	+1.5%	+4.2%	+11.2%	−1.5%	−15.7%	$53M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	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
2	BTMFS	Motley Fool Small-Cap Growth ETFRead Desk		0.85%	0.00%	+2.5%	+1.5%	+4.2%	+11.2%	−1.5%	−15.7%	$53M

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 TMFS

IJR

iShares Core S&P Small-Cap

$13,920

TMFS

Motley Fool Small-Cap Growth

$9,268

MeasureIJRTMFS

Fee0.06%0.85%

Cost on $10k a year$6$85

Yield1.20%0.00%

5 years, per year+6.8%−1.5%

3 years, per year+19.3%+11.2%

Worst drop · 1Y−9.7%−15.7%

Volatility · 1Y15.8%19.2%

6–0measures won
IJR first

2.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IJR, TMFS

Today

2.4%most shared, IJR and TMFS

IJRTMFS

IJR—2.4%

TMFS2.4%—

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

TMFS$0 − $85 = −$85

KeptFee

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