SIZE vs IJH

ASIZE

BIJH

Measures won5–1SIZE wins · of 6 · 5Y

$10,000 · 5Y$14,800SIZE · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.34%SIZE · $134 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common5.3%SIZE and IJH

SIZE

IJH

iShares MSCI USA Size Factor ETF · $441MiShares Core S&P Mid-Cap ETF · $125B

+20.0%3 years · per year$17,299 · $16,594+18.4%

+8.2%5 years · per year$14,800 · $14,620+7.9%

0.15%Expense ratio$15 · $5 on $10k · lower wins0.05%

1.34%12-mo yield$134 · $121 on $10k1.21%

−8.0%Worst dropSmaller wins−8.8%

12.7%VolatilityLower wins15.0%

5–1SIZE wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · IJH

0.4%SN0.5%

0.3%TOST0.5%

0.3%CRBG0.3%

0.2%RS0.7%

Held in common5.3%

End-of-day Nov 4, 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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIZE vs IJH

SIZE

iShares MSCI USA Size Factor

$14,800

IJH

iShares Core S&P Mid-Cap

$14,620

MeasureSIZEIJH

Fee0.15%0.05%

Cost on $10k a year$15$5

Yield1.34%1.21%

5 years, per year+8.2%+7.9%

3 years, per year+20.0%+18.4%

Worst drop · 1Y−8.0%−8.8%

Volatility · 1Y12.7%15.0%

5–1measures won
SIZE first

5.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SIZE, IJH

Today

5.3%most shared, SIZE and IJH

SIZEIJH

SIZE—5.3%

IJH5.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

IJH$121 − $5 = $116

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee