IJS vs VB

AIJS

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$14,359IJS · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.37%IJS · $137 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common13.4%IJS and VB

IJS

iShares S&P Small-Cap 600 Value ETF · $7.7BVanguard Morningstar Small-Cap ETF · $76.9B

+19.7%3 years · per year$17,153 · $17,489+20.5%

+7.5%5 years · per year$14,359 · $14,105+7.1%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

1.37%12-mo yield$137 · $123 on $10k1.23%

−9.3%Worst dropSmaller wins−9.0%

15.9%VolatilityLower wins15.7%

2–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJS · VB

0.9%MTCH0.1%

0.9%JXN0.1%

0.4%ESI0.1%

1.1%PAYC0.1%

Held in common13.4%

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%	$7.7B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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%	$7.7B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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 VB

IJS

iShares S&P Small-Cap 600 Value

$14,359

Vanguard Morningstar Small-Cap

$14,105

MeasureIJSVB

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.37%1.23%

5 years, per year+7.5%+7.1%

3 years, per year+19.7%+20.5%

Worst drop · 1Y−9.3%−9.0%

Volatility · 1Y15.9%15.7%

4–2measures won
VB first

13.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IJS, VB

Today

13.4%most shared, IJS and VB

IJSVB

IJS—13.4%

VB13.4%—

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

IJS$137 − $18 = $119

KeptFee

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