IJS vs IJR

AIJS

BIJR

Measures won4–2IJS wins · of 6 · 5Y

$10,000 · 5Y$14,359IJS · IJR $13,920

Lowest cost0.06%IJR · $6 on $10k

Most income1.37%IJS · $137 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common65.1%IJS and IJR

IJS

IJR

iShares S&P Small-Cap 600 Value ETF · $7.8BiShares Core S&P Small-Cap ETF · $108B

+19.7%3 years · per year$17,153 · $16,979+19.3%

+7.5%5 years · per year$14,359 · $13,920+6.8%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

1.37%12-mo yield$137 · $120 on $10k1.20%

−9.3%Worst dropSmaller wins−9.7%

15.9%VolatilityLower wins15.8%

4–2IJS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJS · IJR

1.1%PAYC0.6%

0.9%MTCH0.5%

0.9%JXN0.5%

0.9%SM0.5%

Held in common65.1%

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	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
2	BIJR	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

Both

5Y2 funds

#			Trend
1	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
2	BIJR	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

IJS vs IJR

IJS

iShares S&P Small-Cap 600 Value

$14,359

IJR

iShares Core S&P Small-Cap

$13,920

MeasureIJSIJR

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.37%1.20%

5 years, per year+7.5%+6.8%

3 years, per year+19.7%+19.3%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y15.9%15.8%

4–2measures won
IJS first

65.1%

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, IJR

Today

65.1%most shared, IJS and IJR

IJSIJR

IJS—65.1%

IJR65.1%—

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

IJR$120 − $6 = $114

KeptFee

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