IJT vs SPSM

AIJT

BSPSM

Measures won0–6SPSM wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SPSM $13,283

Lowest cost0.03%SPSM · $3 on $10k

Most income1.49%SPSM · $149 on $10k

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

Held in common62.0%IJT and SPSM

IJT

SPSM

iShares S&P Small-Cap 600 Growth ETF · $7.5BState Street SPDR Portfolio S&P 600 Small Cap ETF · $15.7B

+17.0%3 years · per year$16,023 · $16,218+17.5%

+4.8%5 years · per year$12,653 · $13,283+5.8%

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

0.76%12-mo yield$76 · $149 on $10k1.49%

−11.0%Worst dropSmaller wins−9.6%

17.6%VolatilityLower wins16.3%

0–6SPSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJT · SPSM

1.1%RHP0.5%

0.8%LTH0.5%

1.1%VSAT0.5%

1.1%PTGX0.5%

Held in common62.0%

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk	0.03%	1.49%	+2.9%	+18.8%	+22.7%	+17.5%	+5.8%	−9.6%	$15.7B
3	AIJT	iShares S&P Small-Cap 600 Growth ETFRead Desk	0.18%	0.76%	+3.2%	+18.5%	+20.8%	+17.0%	+4.8%	−11.0%	$7.5B

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk	0.03%	1.49%	+2.9%	+18.8%	+22.7%	+17.5%	+5.8%	−9.6%	$15.7B
3	AIJT	iShares S&P Small-Cap 600 Growth ETFRead Desk	0.18%	0.76%	+3.2%	+18.5%	+20.8%	+17.0%	+4.8%	−11.0%	$7.5B

End-of-day Nov 9, 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

$12,653

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,284

MeasureIJTSPSM

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield0.76%1.49%

5 years, per year+4.8%+5.8%

3 years, per year+17.0%+17.5%

Worst drop · 1Y−11.0%−9.6%

Volatility · 1Y17.6%16.3%

6–0measures won
SPSM first

62.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IJT, SPSM, VUG

Today

62.0%most shared, IJT and SPSM

IJTSPSMVUG

IJT—62.0%0.0%

SPSM62.0%—0.0%

VUG0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, SPSM

SPSM$149 − $3 = $146

IJT$76 − $18 = $58

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee