PSC vs IJR

APSC

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$15,088PSC · IJR $13,170

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 common38.5%PSC and IJR

PSC

IJR

Principal U.S. Small-Cap Multi-Factor ETF · $2.7BiShares Core S&P Small-Cap ETF · $104B

+20.5%3 years · per year$17,510 · $16,147+17.3%

+8.6%5 years · per year$15,088 · $13,170+5.7%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

0.61%12-mo yield$61 · $124 on $10k1.24%

−10.0%Worst dropSmaller wins−9.7%

17.1%VolatilityLower wins16.2%

2–4IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSC · IJR

0.6%TGTX0.5%

0.5%ALKS0.4%

0.4%TRNO0.4%

0.4%MATX0.4%

Held in common38.5%

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%	$2.7B
2	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%	$103.7B

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%	$2.7B
2	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%	$103.7B

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 IJR

PSC

Principal U.S. Small-Cap Multi-Factor

$15,088

IJR

iShares Core S&P Small-Cap

$13,170

MeasurePSCIJR

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield0.61%1.24%

5 years, per year+8.6%+5.7%

3 years, per year+20.5%+17.3%

Worst drop · 1Y−10.0%−9.7%

Volatility · 1Y17.1%16.2%

4–2measures won
IJR first

38.5%

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: PSC, IJR

Today

38.5%most shared, PSC and IJR

PSCIJR

PSC—38.5%

IJR38.5%—

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

PSC$61 − $38 = $23

KeptFee

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