MVAL vs IJH

AMVAL

BIJH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,830IJH

Lowest cost0.05%IJH · $5 on $10k

Most income1.56%MVAL · $156 on $10k

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

Held in common0.0%MVAL and IJH

MVAL

IJH

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MiShares Core S&P Mid-Cap ETF · $121B

[…]3 years · per year[…] · $15,806+16.5%

[…]5 years · per year[…] · $13,830+6.7%

0.50%Expense ratio$50 · $5 on $10k · lower wins0.05%

1.56%12-mo yield$156 · $125 on $10k1.25%

−12.2%Worst dropSmaller wins−8.8%

15.1%VolatilityLower wins15.5%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMVAL · IJH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

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

MVAL vs IJH

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureMVALIJH

Fee0.50%0.05%

Cost on $10k a year$50$5

Yield1.56%1.25%

5 years, per year[…]+6.7%

3 years, per year[…]+16.5%

Worst drop · 1Y−12.2%−8.8%

Volatility · 1Y15.1%15.5%

2–2measures won
level

0.0%

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: MVAL, IJH

Today

0.0%most shared, MVAL and IJH

MVALIJH

MVAL—0.0%

IJH0.0%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

MVAL$156 − $50 = $106

KeptFee

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