JHSC vs IJR

AJHSC

BIJR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,873JHSC · IJR $13,468

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−9.6%JHSC · worst fall in 1Y

Held in common42.9%JHSC and IJR

JHSC

IJR

John Hancock Investments - Multifactor Small Cap ETF · $703MiShares Core S&P Small-Cap ETF · $106B

+18.2%3 years · per year$16,526 · $16,862+19.0%

+6.8%5 years · per year$13,873 · $13,468+6.1%

0.42%Expense ratio$42 · $6 on $10k · lower wins0.06%

1.02%12-mo yield$102 · $121 on $10k1.21%

−9.6%Worst dropSmaller wins−9.7%

14.7%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJHSC · IJR

0.5%SM0.5%

0.5%JXN0.5%

0.4%RHP0.5%

0.4%ESI0.4%

Held in common42.9%

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	AJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk		0.42%	1.02%	−0.3%	+14.1%	+16.1%	+18.2%	+6.8%	−9.6%	$703M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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	AJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk		0.42%	1.02%	−0.3%	+14.1%	+16.1%	+18.2%	+6.8%	−9.6%	$703M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

JHSC vs IJR

JHSC

John Hancock Investments - Multifactor Small Cap

$13,873

IJR

iShares Core S&P Small-Cap

$13,468

MeasureJHSCIJR

Fee0.42%0.06%

Cost on $10k a year$42$6

Yield1.02%1.21%

5 years, per year+6.8%+6.1%

3 years, per year+18.2%+19.0%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y14.7%15.8%

3–3measures won
level

42.9%

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: JHSC, IJR

Today

42.9%most shared, JHSC and IJR

JHSCIJR

JHSC—42.9%

IJR42.9%—

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

JHSC$102 − $42 = $60

KeptFee

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