MMSC vs IJH

AMMSC

BIJH

Measures won1–5IJH wins · of 6 · 5Y

$10,000 · 5Y$14,049IJH · MMSC $12,231

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common11.9%MMSC and IJH

MMSC

IJH

First Trust Multi-Manager Small Cap Opportunities ETF · $50MiShares Core S&P Mid-Cap ETF · $125B

+22.1%3 years · per year$18,200 · $15,960+16.9%

+4.1%5 years · per year$12,231 · $14,049+7.0%

0.95%Expense ratio$95 · $5 on $10k · lower wins0.05%

0.00%12-mo yield$0 · $121 on $10k1.21%

−15.3%Worst dropSmaller wins−8.8%

24.9%VolatilityLower wins15.8%

1–5IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsMMSC · IJH

1.0%EXEL0.5%

0.7%RBC0.4%

0.5%LSCC0.4%

0.7%MEDP0.4%

Held in common11.9%

End-of-day Nov 9, 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%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
2	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk		0.95%	0.00%	+4.3%	+11.1%	+12.5%	+22.1%	+4.1%	−15.3%	$50M

End-of-day Nov 9, 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%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
2	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk		0.95%	0.00%	+4.3%	+11.1%	+12.5%	+22.1%	+4.1%	−15.3%	$50M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MMSC vs IJH

MMSC

First Trust Multi-Manager Small Cap Opportunities

$12,231

IJH

iShares Core S&P Mid-Cap

$14,049

MeasureMMSCIJH

Fee0.95%0.05%

Cost on $10k a year$95$5

Yield0.00%1.21%

5 years, per year+4.1%+7.0%

3 years, per year+22.1%+16.9%

Worst drop · 1Y−15.3%−8.8%

Volatility · 1Y24.9%15.8%

5–1measures won
IJH first

11.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: MMSC, IJH

Today

11.9%most shared, MMSC and IJH

MMSCIJH

MMSC—11.9%

IJH11.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

MMSC$0 − $95 = −$95

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee