IJT vs FNDA

AIJT

BFNDA

Measures won1–5FNDA wins · of 6 · 5Y

$10,000 · 5Y$13,903FNDA · IJT $12,498

Lowest cost0.18%IJT · $18 on $10k

Most income1.25%FNDA · $125 on $10k

Smallest drop−9.4%FNDA · worst fall in 1Y

Held in common21.8%IJT and FNDA

IJT

FNDA

iShares S&P Small-Cap 600 Growth ETF · $7.2BSchwab Fundamental U.S. Small Company Index ETF · $8.8B

+16.6%3 years · per year$15,866 · $16,098+17.2%

+4.6%5 years · per year$12,498 · $13,903+6.8%

0.18%Expense ratio$18 · $25 on $10k · lower wins0.25%

0.78%12-mo yield$78 · $125 on $10k1.25%

−11.0%Worst dropSmaller wins−9.4%

17.3%VolatilityLower wins16.0%

1–5FNDA wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJT · FNDA

1.0%ETSY0.4%

0.6%URBN0.3%

0.5%RAL0.2%

0.3%CON0.2%

Held in common21.8%

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

Both

5Y2 funds

#			Trend
1	BFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B
2	AIJT	iShares S&P Small-Cap 600 Growth ETFRead Desk		0.18%	0.78%	+0.7%	+14.9%	+15.8%	+16.6%	+4.6%	−11.0%	$7.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B
2	AIJT	iShares S&P Small-Cap 600 Growth ETFRead Desk		0.18%	0.78%	+0.7%	+14.9%	+15.8%	+16.6%	+4.6%	−11.0%	$7.2B

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

IJT vs FNDA

IJT

iShares S&P Small-Cap 600 Growth

$12,498

FNDA

Schwab Fundamental U.S. Small Company Index

$13,903

MeasureIJTFNDA

Fee0.18%0.25%

Cost on $10k a year$18$25

Yield0.78%1.25%

5 years, per year+4.6%+6.8%

3 years, per year+16.6%+17.2%

Worst drop · 1Y−11.0%−9.4%

Volatility · 1Y17.3%16.0%

5–1measures won
FNDA first

21.8%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IJT, FNDA

Today

21.8%most shared, IJT and FNDA

IJTFNDA

IJT—21.8%

FNDA21.8%—

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

Income After Fees on $10,000

$100most kept, FNDA

FNDA$125 − $25 = $100

IJT$78 − $18 = $60

KeptFee

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