IJR vs VB

AIJR

BVB

Measures won0–5VB wins · of 6 · 5Y

$10,000 · 5Y$13,413VB · IJR $13,170

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common18.1%IJR and VB

IJR

iShares Core S&P Small-Cap ETF · $104BVanguard Morningstar Small-Cap ETF · $76.9B

+17.3%3 years · per year$16,147 · $16,654+18.5%

+5.7%5 years · per year$13,170 · $13,413+6.0%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

1.24%12-mo yield$124 · $128 on $10k1.28%

−9.7%Worst dropSmaller wins−9.0%

16.2%VolatilityLower wins16.2%

0–5VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · VB

0.5%MTCH0.1%

0.5%VSAT0.1%

0.5%PTGX0.1%

0.5%JXN0.1%

Held in common18.1%

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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
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

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 VB

IJR

iShares Core S&P Small-Cap

$13,170

Vanguard Morningstar Small-Cap

$13,414

MeasureIJRVB

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.24%1.28%

5 years, per year+5.7%+6.0%

3 years, per year+17.3%+18.5%

Worst drop · 1Y−9.7%−9.0%

Volatility · 1Y16.2%16.2%

5–0measures won
VB first

18.1%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IJR, VB

Today

18.1%most shared, IJR and VB

IJRVB

IJR—18.1%

VB18.1%—

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

IJR$124 − $6 = $118

KeptFee

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