IWR vs IJH

AIWR

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,303IJH · IWR $14,220

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common21.6%IWR and IJH

IWR

IJH

iShares Russell Mid-Cap ETF · $58.2BiShares Core S&P Mid-Cap ETF · $125B

+21.0%3 years · per year$17,698 · $16,625+18.5%

+7.3%5 years · per year$14,220 · $14,303+7.4%

0.18%Expense ratio$18 · $5 on $10k · lower wins0.05%

1.15%12-mo yield$115 · $122 on $10k1.22%

−8.2%Worst dropSmaller wins−8.8%

13.4%VolatilityLower wins15.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWR · IJH

0.3%OKTA1.0%

0.2%FTI0.8%

0.2%UTHR0.7%

0.2%ENTG0.7%

Held in common21.6%

End-of-day Nov 3, 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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B

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

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B

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

Cards for this view

IWR vs IJH

IWR

iShares Russell Mid-Cap

$14,220

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureIWRIJH

Fee0.18%0.05%

Cost on $10k a year$18$5

Yield1.15%1.22%

5 years, per year+7.3%+7.4%

3 years, per year+21.0%+18.5%

Worst drop · 1Y−8.2%−8.8%

Volatility · 1Y13.4%15.0%

3–2measures won
IWR first

21.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IWR, IJH

Today

21.6%most shared, IWR and IJH

IWRIJH

IWR—21.6%

IJH21.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

IWR$115 − $18 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee