IJS vs VO

AIJS

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IJS $14,359

Lowest cost0.03%VO · $3 on $10k

Most income1.37%IJS · $137 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%IJS and VO

IJS

iShares S&P Small-Cap 600 Value ETF · $7.8BVanguard Morningstar Mid-Cap ETF · $103B

+19.7%3 years · per year$17,153 · $17,578+20.7%

+7.5%5 years · per year$14,359 · $14,290+7.4%

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

1.37%12-mo yield$137 · $134 on $10k1.34%

−9.3%Worst dropSmaller wins−8.2%

15.9%VolatilityLower wins12.4%

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 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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 VO

IJS

iShares S&P Small-Cap 600 Value

$14,359

Vanguard Morningstar Mid-Cap

$14,290

MeasureIJSVO

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.37%1.34%

5 years, per year+7.5%+7.4%

3 years, per year+19.7%+20.7%

Worst drop · 1Y−9.3%−8.2%

Volatility · 1Y15.9%12.4%

4–2measures won
VO first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

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%

$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

Overlap: IJS, VO, VUG

Today

10.2%most shared, VO and VUG

IJSVOVUG

IJS—0.0%0.0%

VO0.0%—10.2%

VUG0.0%10.2%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IJS$137 − $18 = $119

VUG$40 − $3 = $37

KeptFee

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