IJS vs PSCD

AIJS

BPSCD

Measures won6–0IJS wins · of 6 · 5Y

$10,000 · 5Y$13,664IJS · PSCD $11,358

Lowest cost0.18%IJS · $18 on $10k

Most income2.11%SMLL · $211 on $10k

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

Held in common15.8%IJS and PSCD

IJS

PSCD

iShares S&P Small-Cap 600 Value ETF · $7.6BInvesco S&P SmallCap Consumer Discretionary ETF · $25M

+18.0%3 years · per year$16,426 · $15,127+14.8%

+6.4%5 years · per year$13,664 · $11,358+2.6%

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

1.42%12-mo yield$142 · $98 on $10k0.98%

−9.3%Worst dropSmaller wins−14.2%

16.3%VolatilityLower wins23.6%

6–0IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · PSCD

0.9%VSXY3.4%

0.8%POOL3.2%

0.8%KMX3.1%

0.8%MHK3.1%

Held in common15.8%

End-of-day Nov 5, 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	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.6B
2	BPSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.98%	−3.0%	+12.8%	+17.7%	+14.8%	+2.6%	−14.2%	$25M
3	SMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

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

All Three

5Y3 funds

#
1	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.6B
2	BPSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.98%	−3.0%	+12.8%	+17.7%	+14.8%	+2.6%	−14.2%	$25M
3	SMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

End-of-day Nov 5, 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

$13,664

PSCD

Invesco S&P SmallCap Consumer Discretionary

$11,358

MeasureIJSPSCD

Fee0.18%0.29%

Cost on $10k a year$18$29

Yield1.42%0.98%

5 years, per year+6.4%+2.6%

3 years, per year+18.0%+14.8%

Worst drop · 1Y−9.3%−14.2%

Volatility · 1Y16.3%23.6%

6–0measures won
IJS first

15.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IJS, SMLL, PSCD

Today

15.8%most shared, IJS and PSCD

IJSSMLLPSCD

IJS—3.2%15.8%

SMLL3.2%—4.7%

PSCD15.8%4.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJS$142 − $18 = $124

PSCD$98 − $29 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee