RZV vs IJR

ARZV

BIJR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,812RZV · IJR $13,468

Lowest cost0.06%IJR · $6 on $10k

Most income1.42%RZV · $142 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common20.1%RZV and IJR

RZV

IJR

Invesco S&P SmallCap 600 Pure Value ETF · $288MiShares Core S&P Small-Cap ETF · $106B

+21.7%3 years · per year$18,024 · $16,862+19.0%

+9.6%5 years · per year$15,812 · $13,468+6.1%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

1.42%12-mo yield$142 · $121 on $10k1.21%

−12.6%Worst dropSmaller wins−9.7%

18.5%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRZV · IJR

1.3%SM0.5%

0.6%JXN0.5%

1.3%KMX0.4%

0.7%MHK0.4%

Held in common20.1%

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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk		0.35%	1.42%	−1.6%	+22.4%	+25.3%	+21.7%	+9.6%	−12.6%	$288M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk		0.35%	1.42%	−1.6%	+22.4%	+25.3%	+21.7%	+9.6%	−12.6%	$288M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

RZV vs IJR

RZV

Invesco S&P SmallCap 600 Pure Value

$15,812

IJR

iShares Core S&P Small-Cap

$13,468

MeasureRZVIJR

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield1.42%1.21%

5 years, per year+9.6%+6.1%

3 years, per year+21.7%+19.0%

Worst drop · 1Y−12.6%−9.7%

Volatility · 1Y18.5%15.8%

3–3measures won
level

20.1%

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: RZV, IJR

Today

20.1%most shared, RZV and IJR

RZVIJR

RZV—20.1%

IJR20.1%—

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

RZV$142 − $35 = $107

KeptFee

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