SLYV vs IJS

ASLYV

BIJS

Measures won4–1SLYV wins · of 6 · 5Y

$10,000 · 5Y$13,867SLYV · IJS $13,814

Lowest cost0.15%SLYV · $15 on $10k

Most income2.09%SMLL · $209 on $10k

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

Held in common98.0%SLYV and IJS

SLYV

IJS

State Street SPDR S&P 600 Small Cap Value ETF · $5.0BiShares S&P Small-Cap 600 Value ETF · $7.7B

+19.4%3 years · per year$17,036 · $17,014+19.4%

+6.8%5 years · per year$13,867 · $13,814+6.7%

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

1.93%12-mo yield$193 · $139 on $10k1.39%

−9.4%Worst dropSmaller wins−9.3%

15.7%VolatilityLower wins15.9%

4–1SLYV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSLYV · IJS

1.1%PAYC1.1%

1.0%MTCH1.0%

1.0%SM1.0%

0.9%JXN0.9%

Held in common98.0%

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

All Four

5Y4 funds

#
1	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.93%	−0.8%	+18.4%	+22.7%	+19.4%	+6.8%	−9.4%	$5.0B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.39%	−0.8%	+18.3%	+22.6%	+19.4%	+6.7%	−9.3%	$7.7B
3	PSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	1.00%	−1.5%	+10.8%	+13.5%	+14.7%	+2.0%	−14.2%	$25M
4	SMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.09%	−0.7%	+13.2%	+10.4%	new	new	−12.1%	$14M

End-of-day Nov 3, 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%	1.93%	−0.8%	+18.4%	+22.7%	+19.4%	+6.8%	−9.4%	$5.0B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.39%	−0.8%	+18.3%	+22.6%	+19.4%	+6.7%	−9.3%	$7.7B
3	PSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	1.00%	−1.5%	+10.8%	+13.5%	+14.7%	+2.0%	−14.2%	$25M
4	SMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.09%	−0.7%	+13.2%	+10.4%	new	new	−12.1%	$14M

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

SLYV vs IJS

SLYV

SPDR S&P 600 Small Cap Value

$13,867

IJS

iShares S&P Small-Cap 600 Value

$13,814

MeasureSLYVIJS

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.93%1.39%

5 years, per year+6.8%+6.7%

3 years, per year+19.4%+19.4%

Worst drop · 1Y−9.4%−9.3%

Volatility · 1Y15.7%15.9%

4–1measures won
SLYV first

98.0%

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: SLYV, IJS, SMLL, PSCD

Today

98.0%most shared, SLYV and IJS

SLYVIJSSMLLPSCD

SLYV—98.0%3.1%15.0%

IJS98.0%—3.0%15.0%

SMLL3.1%3.0%—4.7%

PSCD15.0%15.0%4.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, SLYV

SLYV$193 − $15 = $178

SMLL$209 − $80 = $129

IJS$139 − $18 = $121

PSCD$100 − $29 = $71

KeptFee

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