IJT vs SPSM

AIJT

BSPSM

Measures won0–6SPSM wins · of 6 · 5Y

$10,000 · 5Y$13,969SPSM · IJT $13,273

Lowest cost0.03%SPSM · $3 on $10k

Most income1.48%SPSM · $148 on $10k

Smallest drop−9.6%SPSM · worst fall in 1Y

Held in common61.6%IJT and SPSM

IJT

SPSM

iShares S&P Small-Cap 600 Growth ETF · $7.5BState Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1B

+18.5%3 years · per year$16,639 · $17,020+19.4%

+5.8%5 years · per year$13,273 · $13,969+6.9%

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

0.75%12-mo yield$75 · $148 on $10k1.48%

−11.0%Worst dropSmaller wins−9.6%

16.9%VolatilityLower wins15.8%

0–6SPSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJT · SPSM

1.2%VSAT0.6%

1.1%RHP0.5%

1.1%PTGX0.5%

1.0%TGTX0.5%

Held in common61.6%

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	BSPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.48%	+1.3%	+19.9%	+22.8%	+19.4%	+6.9%	−9.6%	$16.1B
2	AIJT	iShares S&P Small-Cap 600 Growth ETFRead Desk		0.18%	0.75%	+1.0%	+19.1%	+20.5%	+18.5%	+5.8%	−11.0%	$7.5B

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	BSPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.48%	+1.3%	+19.9%	+22.8%	+19.4%	+6.9%	−9.6%	$16.1B
2	AIJT	iShares S&P Small-Cap 600 Growth ETFRead Desk		0.18%	0.75%	+1.0%	+19.1%	+20.5%	+18.5%	+5.8%	−11.0%	$7.5B

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

IJT vs SPSM

IJT

iShares S&P Small-Cap 600 Growth

$13,273

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,969

MeasureIJTSPSM

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield0.75%1.48%

5 years, per year+5.8%+6.9%

3 years, per year+18.5%+19.4%

Worst drop · 1Y−11.0%−9.6%

Volatility · 1Y16.9%15.8%

6–0measures won
SPSM first

61.6%

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: IJT, SPSM

Today

61.6%most shared, IJT and SPSM

IJTSPSM

IJT—61.6%

SPSM61.6%—

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

Income After Fees on $10,000

$145most kept, SPSM

SPSM$148 − $3 = $145

IJT$75 − $18 = $57

KeptFee

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