SLYV vs IJS

ASLYV

BIJS

Measures won4–1SLYV wins · of 6 · 5Y

$10,000 · 5Y$13,712SLYV · IJS $13,664

Lowest cost0.06%IJR · $6 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common98.8%SLYV and IJS

SLYV

IJS

State Street SPDR S&P 600 Small Cap Value ETF · $5.0BiShares S&P Small-Cap 600 Value ETF · $7.8B

+18.0%3 years · per year$16,442 · $16,426+18.0%

+6.5%5 years · per year$13,712 · $13,664+6.4%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.96%12-mo yield$196 · $142 on $10k1.42%

−9.4%Worst dropSmaller wins−9.3%

16.2%VolatilityLower wins16.3%

4–1SLYV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSLYV · IJS

1.1%PAYC1.1%

1.0%MTCH1.0%

0.9%VSXY0.9%

0.9%JXN0.9%

Held in common98.8%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.96%	−3.4%	+16.3%	+21.8%	+18.0%	+6.5%	−9.4%	$5.0B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
4	SMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

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

All Four

5Y4 funds

#
1	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.96%	−3.4%	+16.3%	+21.8%	+18.0%	+6.5%	−9.4%	$5.0B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
4	SMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

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

Cards for this view

SLYV vs IJS

SLYV

SPDR S&P 600 Small Cap Value

$13,712

IJS

iShares S&P Small-Cap 600 Value

$13,664

MeasureSLYVIJS

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.96%1.42%

5 years, per year+6.5%+6.4%

3 years, per year+18.0%+18.0%

Worst drop · 1Y−9.4%−9.3%

Volatility · 1Y16.2%16.3%

4–1measures won
SLYV first

98.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SLYV, IJS, SMLL, IJR

Today

98.8%most shared, SLYV and IJS

SLYVIJSSMLLIJR

SLYV—98.8%3.3%65.3%

IJS98.8%—3.2%65.3%

SMLL3.3%3.2%—3.3%

IJR65.3%65.3%3.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, SLYV

SLYV$196 − $15 = $181

SMLL$211 − $80 = $131

IJS$142 − $18 = $124

IJR$124 − $6 = $118

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee