IJS vs VBR

AIJS

BVBR

Measures won0–6VBR wins · of 6 · 5Y

$10,000 · 5Y$15,849VBR · IJS $14,359

Lowest cost0.05%VBR · $5 on $10k

Most income1.77%VBR · $177 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common17.8%IJS and VBR

IJS

VBR

iShares S&P Small-Cap 600 Value ETF · $7.8BVanguard Morningstar Small-Cap Value ETF · $35.1B

+19.7%3 years · per year$17,153 · $17,630+20.8%

+7.5%5 years · per year$14,359 · $15,849+9.6%

0.18%Expense ratio$18 · $5 on $10k · lower wins0.05%

1.37%12-mo yield$137 · $177 on $10k1.77%

−9.3%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.9%

0–6VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJS · VBR

0.9%JXN0.2%

0.4%ESI0.2%

0.9%SM0.2%

0.8%KMX0.2%

Held in common17.8%

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	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

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	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

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 VBR

IJS

iShares S&P Small-Cap 600 Value

$14,359

VBR

Vanguard Morningstar Small-Cap Value

$15,849

MeasureIJSVBR

Fee0.18%0.05%

Cost on $10k a year$18$5

Yield1.37%1.77%

5 years, per year+7.5%+9.6%

3 years, per year+19.7%+20.8%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y15.9%13.9%

6–0measures won
VBR first

17.8%

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, VBR

Today

17.8%most shared, IJS and VBR

IJSVBR

IJS—17.8%

VBR17.8%—

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

IJS$137 − $18 = $119

KeptFee

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