RSMC vs IJH

ARSMC

BIJH

Measures won0–4IJH wins · of 6 · 5Y

$10,000 · 5Y$14,303IJH

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common5.5%RSMC and IJH

RSMC

IJH

Rockefeller U.S. Small-Mid Cap ETF · $736MiShares Core S&P Mid-Cap ETF · $125B

[…]3 years · per year[…] · $16,625+18.5%

[…]5 years · per year[…] · $14,303+7.4%

0.75%Expense ratio$75 · $5 on $10k · lower wins0.05%

0.00%12-mo yield$0 · $122 on $10k1.22%

−10.5%Worst dropSmaller wins−8.8%

16.5%VolatilityLower wins15.0%

0–4IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSMC · IJH

1.3%SNX0.6%

1.5%WCC0.5%

2.7%JLL0.5%

1.8%RBC0.4%

Held in common5.5%

End-of-day Nov 3, 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%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	ARSMC	Rockefeller U.S. Small-Mid Cap ETFRead Desk		0.75%	0.00%	+0.4%	+10.3%	+9.7%	new	new	−10.5%	$736M

End-of-day Nov 3, 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%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	ARSMC	Rockefeller U.S. Small-Mid Cap ETFRead Desk		0.75%	0.00%	+0.4%	+10.3%	+9.7%	new	new	−10.5%	$736M

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

Cards for this view

RSMC vs IJH

RSMC

Rockefeller U.S. Small-Mid Cap

[…]

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureRSMCIJH

Fee0.75%0.05%

Cost on $10k a year$75$5

Yield0.00%1.22%

5 years, per year[…]+7.4%

3 years, per year[…]+18.5%

Worst drop · 1Y−10.5%−8.8%

Volatility · 1Y16.5%15.0%

4–0measures won
IJH first

5.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: RSMC, IJH

Today

5.5%most shared, RSMC and IJH

RSMCIJH

RSMC—5.5%

IJH5.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

RSMC$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee