SASS vs IJR

ASASS

BIJR

Measures won0–2IJR wins · of 6 · 5Y

$10,000 · 5Y$13,254IJR

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common0.0%SASS and IJR

SASS

IJR

M.D. Sass Concentrated Value ETF · $76MiShares Core S&P Small-Cap ETF · $107B

[…]3 years · per year[…] · $16,193+17.4%

[…]5 years · per year[…] · $13,254+5.8%

0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $121 on $10k1.21%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins16.4%

0–2IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSASS · IJR

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
2	ASASS	M.D. Sass Concentrated Value ETFRead Desk		0.75%	0.00%	+3.8%	new	new	new	new	[…]	$76M

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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
2	ASASS	M.D. Sass Concentrated Value ETFRead Desk		0.75%	0.00%	+3.8%	new	new	new	new	[…]	$76M

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

SASS vs IJR

SASS

M.D. Sass Concentrated Value

[…]

IJR

iShares Core S&P Small-Cap

$13,254

MeasureSASSIJR

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield0.00%1.21%

5 years, per year[…]+5.8%

3 years, per year[…]+17.4%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]16.4%

2–0measures won
IJR first

0.0%

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%

$122BAssets$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: SASS, IJR

Today

0.0%most shared, SASS and IJR

SASSIJR

SASS—0.0%

IJR0.0%—

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

SASS$0 − $75 = −$75

KeptFee

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