IJS vs VBR

AIJS

BVBR

Measures won0–6VBR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VBR $15,197

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%VBR · $183 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 · $7.5BVanguard Morningstar Small-Cap Value ETF · $35.1B

+17.6%3 years · per year$16,272 · $16,848+19.0%

+6.4%5 years · per year$13,645 · $15,197+8.7%

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

1.42%12-mo yield$142 · $183 on $10k1.83%

−9.3%Worst dropSmaller wins−8.9%

16.2%VolatilityLower wins14.2%

0–6VBR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · VBR

0.9%JXN0.2%

0.4%ESI0.2%

0.8%SM0.2%

0.8%KMX0.2%

Held in common17.8%

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	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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
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

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	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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
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

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 VBR

IJS

iShares S&P Small-Cap 600 Value

$13,645

VBR

Vanguard Morningstar Small-Cap Value

$15,197

MeasureIJSVBR

Fee0.18%0.05%

Cost on $10k a year$18$5

Yield1.42%1.83%

5 years, per year+6.4%+8.7%

3 years, per year+17.6%+19.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y16.2%14.2%

6–0measures won
VBR first

17.8%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IJS, VBR, VUG

Today

17.8%most shared, IJS and VBR

IJSVBRVUG

IJS—17.8%0.0%

VBR17.8%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

IJS$142 − $18 = $124

VUG$42 − $3 = $39

KeptFee

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