IWN vs IJH

AIWN

BIJH

Measures won4–2IWN wins · of 6 · 5Y

$10,000 · 5Y$13,927IWN · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.54%IWN · $154 on $10k

Smallest drop−8.5%IWN · worst fall in 1Y

Held in common8.2%IWN and IJH

IWN

IJH

iShares Russell 2000 Value ETF · $13.9BiShares Core S&P Mid-Cap ETF · $121B

+20.1%3 years · per year$17,306 · $15,806+16.5%

+6.8%5 years · per year$13,927 · $13,830+6.7%

0.24%Expense ratio$24 · $5 on $10k · lower wins0.05%

1.54%12-mo yield$154 · $125 on $10k1.25%

−8.5%Worst dropSmaller wins−8.8%

15.9%VolatilityLower wins15.5%

4–2IWN wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWN · IJH

0.6%UMBF0.3%

0.6%CTRE0.3%

0.5%ONB0.3%

0.5%CYTK0.2%

Held in common8.2%

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	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B
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	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B
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

IWN vs IJH

IWN

iShares Russell 2000 Value

$13,927

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureIWNIJH

Fee0.24%0.05%

Cost on $10k a year$24$5

Yield1.54%1.25%

5 years, per year+6.8%+6.7%

3 years, per year+20.1%+16.5%

Worst drop · 1Y−8.5%−8.8%

Volatility · 1Y15.9%15.5%

4–2measures won
IWN first

8.2%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IWN, IJH

Today

8.2%most shared, IWN and IJH

IWNIJH

IWN—8.2%

IJH8.2%—

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

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

IJH$125 − $5 = $120

KeptFee

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