ISMD vs IWR

AISMD

BIWR

Measures won2–4IWR wins · of 6 · 5Y

$10,000 · 5Y$14,566ISMD · IWR $13,915

Lowest cost0.18%IWR · $18 on $10k

Most income1.44%ISMD · $144 on $10k

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

Held in common2.0%ISMD and IWR

ISMD

IWR

Inspire Small/Mid Cap ETF · $331MiShares Russell Mid-Cap ETF · $58.8B

+18.9%3 years · per year$16,816 · $17,017+19.4%

+7.8%5 years · per year$14,566 · $13,915+6.8%

0.53%Expense ratio$53 · $18 on $10k · lower wins0.18%

1.44%12-mo yield$144 · $118 on $10k1.18%

−9.7%Worst dropSmaller wins−8.2%

17.1%VolatilityLower wins13.8%

2–4IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsISMD · IWR

0.2%ATR0.1%

0.3%PCOR0.1%

0.2%CNM0.1%

0.2%IDA0.1%

Held in common2.0%

End-of-day Nov 5, 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	AISMD	Inspire Small/Mid Cap ETFRead Desk		0.53%	1.44%	−3.8%	+21.1%	+25.0%	+18.9%	+7.8%	−9.7%	$331M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$58.8B

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

Both

5Y2 funds

#			Trend
1	AISMD	Inspire Small/Mid Cap ETFRead Desk		0.53%	1.44%	−3.8%	+21.1%	+25.0%	+18.9%	+7.8%	−9.7%	$331M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$58.8B

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

Cards for this view

ISMD vs IWR

ISMD

Inspire Small/Mid Cap

$14,566

IWR

iShares Russell Mid-Cap

$13,916

MeasureISMDIWR

Fee0.53%0.18%

Cost on $10k a year$53$18

Yield1.44%1.18%

5 years, per year+7.8%+6.8%

3 years, per year+18.9%+19.4%

Worst drop · 1Y−9.7%−8.2%

Volatility · 1Y17.1%13.8%

4–2measures won
IWR first

2.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ISMD, IWR

Today

2.0%most shared, ISMD and IWR

ISMDIWR

ISMD—2.0%

IWR2.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

ISMD$144 − $53 = $91

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee