SLYV vs IJR

ASLYV

BIJR

Measures won4–1SLYV wins · of 6 · 5Y

$10,000 · 5Y$14,413SLYV · IJR $13,920

Lowest cost0.06%IJR · $6 on $10k

Most income1.90%SLYV · $190 on $10k

Smallest drop−9.4%SLYV · worst fall in 1Y

Held in common65.2%SLYV and IJR

SLYV

IJR

State Street SPDR S&P 600 Small Cap Value ETF · $5.0BiShares Core S&P Small-Cap ETF · $108B

+19.8%3 years · per year$17,172 · $16,979+19.3%

+7.6%5 years · per year$14,413 · $13,920+6.8%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.90%12-mo yield$190 · $120 on $10k1.20%

−9.4%Worst dropSmaller wins−9.7%

15.8%VolatilityLower wins15.8%

4–1SLYV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSLYV · IJR

1.1%PAYC0.6%

1.0%MTCH0.5%

0.9%JXN0.5%

0.9%SM0.5%

Held in common65.2%

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	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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

SLYV vs IJR

SLYV

SPDR S&P 600 Small Cap Value

$14,413

IJR

iShares Core S&P Small-Cap

$13,920

MeasureSLYVIJR

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.90%1.20%

5 years, per year+7.6%+6.8%

3 years, per year+19.8%+19.3%

Worst drop · 1Y−9.4%−9.7%

Volatility · 1Y15.8%15.8%

4–1measures won
SLYV first

65.2%

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: SLYV, IJR

Today

65.2%most shared, SLYV and IJR

SLYVIJR

SLYV—65.2%

IJR65.2%—

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

Income After Fees on $10,000

$175most kept, SLYV

SLYV$190 − $15 = $175

IJR$120 − $6 = $114

KeptFee

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