SLYV vs IJS

ASLYV

BIJS

Measures won4–1SLYV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SLYV $13,707

Lowest cost0.03%VO · $3 on $10k

Most income1.97%SLYV · $197 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common98.5%SLYV and IJS

SLYV

IJS

State Street SPDR S&P 600 Small Cap Value ETF · $5.1BiShares S&P Small-Cap 600 Value ETF · $7.5B

+17.6%3 years · per year$16,274 · $16,272+17.6%

+6.5%5 years · per year$13,707 · $13,645+6.4%

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

1.97%12-mo yield$197 · $142 on $10k1.42%

−9.4%Worst dropSmaller wins−9.3%

16.1%VolatilityLower wins16.2%

4–1SLYV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSLYV · IJS

1.1%PAYC1.1%

1.0%MTCH1.0%

0.9%EPAM0.9%

0.9%VSXY0.9%

Held in common98.5%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.97%	−0.4%	+15.8%	+19.1%	+17.6%	+6.5%	−9.4%	$5.1B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.97%	−0.4%	+15.8%	+19.1%	+17.6%	+6.5%	−9.4%	$5.1B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 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

$13,707

IJS

iShares S&P Small-Cap 600 Value

$13,645

MeasureSLYVIJS

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.97%1.42%

5 years, per year+6.5%+6.4%

3 years, per year+17.6%+17.6%

Worst drop · 1Y−9.4%−9.3%

Volatility · 1Y16.1%16.2%

4–1measures won
SLYV first

98.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SLYV, IJS, VO, VUG

Today

98.5%most shared, SLYV and IJS

SLYVIJSVOVUG

SLYV—98.5%0.0%0.0%

IJS98.5%—0.0%0.0%

VO0.0%0.0%—10.2%

VUG0.0%0.0%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$182most kept, SLYV

SLYV$197 − $15 = $182

VO$139 − $3 = $136

IJS$142 − $18 = $124

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee