ILCV vs IJH

AILCV

BIJH

Measures won6–0ILCV wins · of 6 · 5Y

$10,000 · 5Y$17,926ILCV · IJH $13,830

Lowest cost0.04%ILCV · $4 on $10k

Most income1.53%ILCV · $153 on $10k

Smallest drop−6.5%ILCV · worst fall in 1Y

Held in common0.8%ILCV and IJH

ILCV

IJH

iShares Morningstar Value ETF · $1.4BiShares Core S&P Mid-Cap ETF · $121B

+22.0%3 years · per year$18,161 · $15,806+16.5%

+12.4%5 years · per year$17,926 · $13,830+6.7%

0.04%Expense ratio$4 · $5 on $10k · lower wins0.05%

1.53%12-mo yield$153 · $125 on $10k1.25%

−6.5%Worst dropSmaller wins−8.8%

10.4%VolatilityLower wins15.5%

6–0ILCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsILCV · IJH

0.1%THC0.7%

0.1%EWBC0.5%

0.0%PFGC0.5%

0.0%OVV0.5%

Held in common0.8%

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	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.53%	−0.5%	+16.0%	+19.9%	+22.0%	+12.4%	−6.5%	$1.4B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.53%	−0.5%	+16.0%	+19.9%	+22.0%	+12.4%	−6.5%	$1.4B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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

ILCV vs IJH

ILCV

iShares Morningstar Value

$17,927

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureILCVIJH

Fee0.04%0.05%

Cost on $10k a year$4$5

Yield1.53%1.25%

5 years, per year+12.4%+6.7%

3 years, per year+22.0%+16.5%

Worst drop · 1Y−6.5%−8.8%

Volatility · 1Y10.4%15.5%

6–0measures won
ILCV first

0.8%

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: ILCV, IJH

Today

0.8%most shared, ILCV and IJH

ILCVIJH

ILCV—0.8%

IJH0.8%—

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

Income After Fees on $10,000

$149most kept, ILCV

ILCV$153 − $4 = $149

IJH$125 − $5 = $120

KeptFee

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