IJS vs IWM

AIJS

BIWM

Measures won5–1IJS wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · IJS $13,645

Lowest cost0.05%IJH · $5 on $10k

Most income1.42%IJS · $142 on $10k

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

Held in common34.2%IJS and IWM

IJS

IWM

iShares S&P Small-Cap 600 Value ETF · $7.5BiShares Russell 2000 ETF · $76.6B

+17.6%3 years · per year$16,272 · $17,100+19.6%

+6.4%5 years · per year$13,645 · $12,766+5.0%

0.18%Expense ratio$18 · $19 on $10k · lower wins0.19%

1.42%12-mo yield$142 · $100 on $10k1.00%

−9.3%Worst dropSmaller wins−11.1%

16.2%VolatilityLower wins18.7%

5–1IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · IWM

0.9%JXN0.3%

0.9%VSXY0.3%

0.3%LTH0.3%

0.8%SM0.3%

Held in common34.2%

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

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

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

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

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

IJS vs IWM

IJS

iShares S&P Small-Cap 600 Value

$13,645

IWM

iShares Russell 2000

$12,766

MeasureIJSIWM

Fee0.18%0.19%

Cost on $10k a year$18$19

Yield1.42%1.00%

5 years, per year+6.4%+5.0%

3 years, per year+17.6%+19.6%

Worst drop · 1Y−9.3%−11.1%

Volatility · 1Y16.2%18.7%

5–1measures won
IJS first

34.2%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IJS, IWM, IJH

Today

34.2%most shared, IJS and IWM

IJSIWMIJH

IJS—34.2%0.0%

IWM34.2%—12.9%

IJH0.0%12.9%—

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

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

IJH$126 − $5 = $121

IWM$100 − $19 = $81

KeptFee

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