MMSC vs IJR

AMMSC

BIJR

Measures won1–5IJR wins · of 6 · 5Y

$10,000 · 5Y$13,170IJR · MMSC $11,900

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common15.4%MMSC and IJR

MMSC

IJR

First Trust Multi-Manager Small Cap Opportunities ETF · $52MiShares Core S&P Small-Cap ETF · $104B

+21.0%3 years · per year$17,714 · $16,147+17.3%

+3.5%5 years · per year$11,900 · $13,170+5.7%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $124 on $10k1.24%

−15.3%Worst dropSmaller wins−9.7%

24.6%VolatilityLower wins16.2%

1–5IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsMMSC · IJR

0.8%LTH0.5%

1.2%PTGX0.5%

0.7%VSXY0.5%

0.4%FSS0.4%

Held in common15.4%

End-of-day Nov 6, 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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
2	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk		0.95%	0.00%	+1.8%	+6.5%	+5.7%	+21.0%	+3.5%	−15.3%	$52M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
2	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk		0.95%	0.00%	+1.8%	+6.5%	+5.7%	+21.0%	+3.5%	−15.3%	$52M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MMSC vs IJR

MMSC

First Trust Multi-Manager Small Cap Opportunities

$11,900

IJR

iShares Core S&P Small-Cap

$13,170

MeasureMMSCIJR

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield0.00%1.24%

5 years, per year+3.5%+5.7%

3 years, per year+21.0%+17.3%

Worst drop · 1Y−15.3%−9.7%

Volatility · 1Y24.6%16.2%

5–1measures won
IJR first

15.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MMSC, IJR

Today

15.4%most shared, MMSC and IJR

MMSCIJR

MMSC—15.4%

IJR15.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

MMSC$0 − $95 = −$95

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee