SAWS vs IJR

ASAWS

BIJR

Measures won0–4IJR wins · of 6 · 5Y

$10,000 · 5Y$13,468IJR

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 common8.7%SAWS and IJR

SAWS

IJR

AAM Sawgrass U.S. Small Cap Quality Growth ETF · $7MiShares Core S&P Small-Cap ETF · $106B

[…]3 years · per year[…] · $16,862+19.0%

[…]5 years · per year[…] · $13,468+6.1%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

0.02%12-mo yield$2 · $121 on $10k1.21%

−15.4%Worst dropSmaller wins−9.7%

18.3%VolatilityLower wins15.8%

0–4IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAWS · IJR

1.7%GKOS0.8%

1.4%TGTX0.5%

1.3%LGND0.4%

1.7%ESE0.4%

Held in common8.7%

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	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
2	ASAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk		0.55%	0.02%	+0.5%	+6.1%	+7.4%	new	new	−15.4%	$7M

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	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
2	ASAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk		0.55%	0.02%	+0.5%	+6.1%	+7.4%	new	new	−15.4%	$7M

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

SAWS vs IJR

SAWS

AAM Sawgrass U.S. Small Cap Quality Growth

[…]

IJR

iShares Core S&P Small-Cap

$13,468

MeasureSAWSIJR

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield0.02%1.21%

5 years, per year[…]+6.1%

3 years, per year[…]+19.0%

Worst drop · 1Y−15.4%−9.7%

Volatility · 1Y18.3%15.8%

4–0measures won
IJR first

8.7%

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: SAWS, IJR

Today

8.7%most shared, SAWS and IJR

SAWSIJR

SAWS—8.7%

IJR8.7%—

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

SAWS$2 − $55 = −$53

KeptFee

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