IJS vs PSCD

AIJS

BPSCD

Measures won6–0IJS wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.42%IJS · $142 on $10k

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

Held in common15.6%IJS and PSCD

IJS

PSCD

iShares S&P Small-Cap 600 Value ETF · $7.5BInvesco S&P SmallCap Consumer Discretionary ETF · $25M

+17.6%3 years · per year$16,272 · $14,779+13.9%

+6.4%5 years · per year$13,645 · $11,198+2.3%

0.18%Expense ratio$18 · $29 on $10k · lower wins0.29%

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

−9.3%Worst dropSmaller wins−14.2%

16.2%VolatilityLower wins23.6%

6–0IJS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIJS · PSCD

0.9%VSXY3.5%

0.9%POOL3.2%

0.8%MHK3.1%

0.8%KMX3.1%

Held in common15.6%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	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
4	BPSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	1.00%	−1.3%	+11.4%	+14.7%	+13.9%	+2.3%	−14.2%	$25M

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	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
4	BPSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	1.00%	−1.3%	+11.4%	+14.7%	+13.9%	+2.3%	−14.2%	$25M

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 PSCD

IJS

iShares S&P Small-Cap 600 Value

$13,645

PSCD

Invesco S&P SmallCap Consumer Discretionary

$11,198

MeasureIJSPSCD

Fee0.18%0.29%

Cost on $10k a year$18$29

Yield1.42%1.00%

5 years, per year+6.4%+2.3%

3 years, per year+17.6%+13.9%

Worst drop · 1Y−9.3%−14.2%

Volatility · 1Y16.2%23.6%

6–0measures won
IJS first

15.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

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, PSCD, IWF, VUG

Today

78.0%most shared, IWF and VUG

IJSPSCDIWFVUG

IJS—15.6%0.0%0.0%

PSCD15.6%—0.0%0.0%

IWF0.0%0.0%—78.0%

VUG0.0%0.0%78.0%—

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

PSCD$100 − $29 = $71

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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