IJS vs IJH

AIJS

BIJH

Measures won2–4IJH wins · of 6 · 5Y

$10,000 · 5Y$14,620IJH · IJS $14,359

Lowest cost0.05%IJH · $5 on $10k

Most income1.37%IJS · $137 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.0%IJS and IJH

IJS

IJH

iShares S&P Small-Cap 600 Value ETF · $7.8BiShares Core S&P Mid-Cap ETF · $125B

+19.7%3 years · per year$17,153 · $16,594+18.4%

+7.5%5 years · per year$14,359 · $14,620+7.9%

0.18%Expense ratio$18 · $5 on $10k · lower wins0.05%

1.37%12-mo yield$137 · $121 on $10k1.21%

−9.3%Worst dropSmaller wins−8.8%

15.9%VolatilityLower wins15.0%

2–4IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJS · IJH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B

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

IJS vs IJH

IJS

iShares S&P Small-Cap 600 Value

$14,359

IJH

iShares Core S&P Mid-Cap

$14,620

MeasureIJSIJH

Fee0.18%0.05%

Cost on $10k a year$18$5

Yield1.37%1.21%

5 years, per year+7.5%+7.9%

3 years, per year+19.7%+18.4%

Worst drop · 1Y−9.3%−8.8%

Volatility · 1Y15.9%15.0%

4–2measures won
IJH first

0.0%

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: IJS, IJH

Today

0.0%most shared, IJS and IJH

IJSIJH

IJS—0.0%

IJH0.0%—

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

Income After Fees on $10,000

$119most kept, IJS

IJS$137 − $18 = $119

IJH$121 − $5 = $116

KeptFee

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