IJS vs VO

AIJS

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IJS $13,645

Lowest cost0.03%VO · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%IJS and VO

IJS

iShares S&P Small-Cap 600 Value ETF · $7.5BVanguard Morningstar Mid-Cap ETF · $103B

+17.6%3 years · per year$16,272 · $16,701+18.6%

+6.4%5 years · per year$13,645 · $13,590+6.3%

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

1.42%12-mo yield$142 · $139 on $10k1.39%

−9.3%Worst dropSmaller wins−8.2%

16.2%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 VO

IJS

iShares S&P Small-Cap 600 Value

$13,645

Vanguard Morningstar Mid-Cap

$13,590

MeasureIJSVO

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.42%1.39%

5 years, per year+6.4%+6.3%

3 years, per year+17.6%+18.6%

Worst drop · 1Y−9.3%−8.2%

Volatility · 1Y16.2%12.9%

4–1measures won
VO first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, VO, VTV

Today

28.5%most shared, VO and VTV

IJSVOVTV

IJS—0.0%0.0%

VO0.0%—28.5%

VTV0.0%28.5%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

IJS$142 − $18 = $124

KeptFee

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