JHMM vs IJH

AJHMM

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,303IJH · JHMM $14,250

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−8.6%JHMM · worst fall in 1Y

Held in common33.7%JHMM and IJH

JHMM

IJH

John Hancock Investments - Multifactor Mid Cap ETF · $6.1BiShares Core S&P Mid-Cap ETF · $125B

+20.0%3 years · per year$17,272 · $16,625+18.5%

+7.3%5 years · per year$14,251 · $14,303+7.4%

0.41%Expense ratio$41 · $5 on $10k · lower wins0.05%

0.89%12-mo yield$89 · $122 on $10k1.22%

−8.6%Worst dropSmaller wins−8.8%

13.8%VolatilityLower wins15.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJHMM · IJH

0.4%UTHR0.7%

0.4%JLL0.5%

0.3%EXEL0.5%

0.3%THC0.6%

Held in common33.7%

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	AJHMM	John Hancock Investments - Multifactor Mid Cap ETFRead Desk		0.41%	0.89%	+0.1%	+13.4%	+15.9%	+20.0%	+7.3%	−8.6%	$6.1B

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	AJHMM	John Hancock Investments - Multifactor Mid Cap ETFRead Desk		0.41%	0.89%	+0.1%	+13.4%	+15.9%	+20.0%	+7.3%	−8.6%	$6.1B

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

JHMM vs IJH

JHMM

John Hancock Investments - Multifactor Mid Cap

$14,251

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureJHMMIJH

Fee0.41%0.05%

Cost on $10k a year$41$5

Yield0.89%1.22%

5 years, per year+7.3%+7.4%

3 years, per year+20.0%+18.5%

Worst drop · 1Y−8.6%−8.8%

Volatility · 1Y13.8%15.0%

3–3measures won
level

33.7%

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: JHMM, IJH

Today

33.7%most shared, JHMM and IJH

JHMMIJH

JHMM—33.7%

IJH33.7%—

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

JHMM$89 − $41 = $48

KeptFee

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