RFV vs IJH

ARFV

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,727RFV · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income1.62%RFV · $162 on $10k

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

Held in common20.1%RFV and IJH

RFV

IJH

Invesco S&P MidCap 400 Pure Value ETF · $330MiShares Core S&P Mid-Cap ETF · $121B

+17.1%3 years · per year$16,046 · $15,960+16.9%

+10.8%5 years · per year$16,727 · $14,049+7.0%

0.35%Expense ratio$35 · $5 on $10k · lower wins0.05%

1.62%12-mo yield$162 · $121 on $10k1.21%

−12.5%Worst dropSmaller wins−8.8%

16.2%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRFV · IJH

1.0%USFD0.7%

1.8%SN0.6%

0.9%PR0.5%

2.3%SNX0.5%

Held in common20.1%

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	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.62%	+3.1%	+16.5%	+20.1%	+17.1%	+10.8%	−12.5%	$330M
2	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%	$121.4B

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	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.62%	+3.1%	+16.5%	+20.1%	+17.1%	+10.8%	−12.5%	$330M
2	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%	$121.4B

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

RFV vs IJH

RFV

Invesco S&P MidCap 400 Pure Value

$16,727

IJH

iShares Core S&P Mid-Cap

$14,049

MeasureRFVIJH

Fee0.35%0.05%

Cost on $10k a year$35$5

Yield1.62%1.21%

5 years, per year+10.8%+7.0%

3 years, per year+17.1%+16.9%

Worst drop · 1Y−12.5%−8.8%

Volatility · 1Y16.2%15.8%

3–3measures won
level

20.1%

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%

$120BAssets$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: RFV, IJH

Today

20.1%most shared, RFV and IJH

RFVIJH

RFV—20.1%

IJH20.1%—

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

Income After Fees on $10,000

$127most kept, RFV

RFV$162 − $35 = $127

IJH$121 − $5 = $116

KeptFee

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