JSMD vs IWR

AJSMD

BIWR

Measures won0–6IWR wins · of 6 · 5Y

$10,000 · 5Y$13,915IWR · JSMD $12,939

Lowest cost0.18%IWR · $18 on $10k

Most income1.18%IWR · $118 on $10k

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

Held in common2.8%JSMD and IWR

JSMD

IWR

Janus Henderson Small/Mid Cap Growth Alpha ETF · $990MiShares Russell Mid-Cap ETF · $56.8B

+16.2%3 years · per year$15,702 · $17,017+19.4%

+5.3%5 years · per year$12,939 · $13,915+6.8%

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

0.39%12-mo yield$39 · $118 on $10k1.18%

−16.2%Worst dropSmaller wins−8.2%

23.2%VolatilityLower wins13.8%

0–6IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsJSMD · IWR

0.8%ATI0.2%

1.1%GH0.2%

1.3%AFRM0.2%

1.0%WWD0.1%

Held in common2.8%

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$56.8B
2	AJSMD	Janus Henderson Small/Mid Cap Growth Alpha ETFRead Desk		0.30%	0.39%	−6.0%	+4.2%	+2.7%	+16.2%	+5.3%	−16.2%	$990M

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$56.8B
2	AJSMD	Janus Henderson Small/Mid Cap Growth Alpha ETFRead Desk		0.30%	0.39%	−6.0%	+4.2%	+2.7%	+16.2%	+5.3%	−16.2%	$990M

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

JSMD vs IWR

JSMD

Janus Henderson Small/Mid Cap Growth Alpha

$12,939

IWR

iShares Russell Mid-Cap

$13,916

MeasureJSMDIWR

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield0.39%1.18%

5 years, per year+5.3%+6.8%

3 years, per year+16.2%+19.4%

Worst drop · 1Y−16.2%−8.2%

Volatility · 1Y23.2%13.8%

6–0measures won
IWR first

2.8%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JSMD, IWR

Today

2.8%most shared, JSMD and IWR

JSMDIWR

JSMD—2.8%

IWR2.8%—

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

JSMD$39 − $30 = $9

KeptFee

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