PSC vs IJH

APSC

BIJH

Measures won2–4IJH wins · of 6 · 5Y

$10,000 · 5Y$15,088PSC · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common5.4%PSC and IJH

PSC

IJH

Principal U.S. Small-Cap Multi-Factor ETF · $2.6BiShares Core S&P Mid-Cap ETF · $121B

+20.5%3 years · per year$17,510 · $15,806+16.5%

+8.6%5 years · per year$15,088 · $13,830+6.7%

0.38%Expense ratio$38 · $5 on $10k · lower wins0.05%

0.61%12-mo yield$61 · $125 on $10k1.25%

−10.0%Worst dropSmaller wins−8.8%

17.1%VolatilityLower wins15.5%

2–4IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSC · IJH

0.7%BTSG0.3%

0.9%EAT0.3%

0.7%CTRE0.3%

0.5%MOG-A0.3%

Held in common5.4%

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	APSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.61%	0.0%	+15.4%	+17.2%	+20.5%	+8.6%	−10.0%	$2.6B
2	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

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	APSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.61%	0.0%	+15.4%	+17.2%	+20.5%	+8.6%	−10.0%	$2.6B
2	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

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

PSC vs IJH

PSC

Principal U.S. Small-Cap Multi-Factor

$15,088

IJH

iShares Core S&P Mid-Cap

$13,830

MeasurePSCIJH

Fee0.38%0.05%

Cost on $10k a year$38$5

Yield0.61%1.25%

5 years, per year+8.6%+6.7%

3 years, per year+20.5%+16.5%

Worst drop · 1Y−10.0%−8.8%

Volatility · 1Y17.1%15.5%

4–2measures won
IJH first

5.4%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PSC, IJH

Today

5.4%most shared, PSC and IJH

PSCIJH

PSC—5.4%

IJH5.4%—

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

PSC$61 − $38 = $23

KeptFee

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