SMLF vs IJH

ASMLF

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,772SMLF · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common40.4%SMLF and IJH

SMLF

IJH

iShares U.S. Small-Cap Equity Factor ETF · $4.2BiShares Core S&P Mid-Cap ETF · $121B

+20.9%3 years · per year$17,680 · $15,806+16.5%

+9.5%5 years · per year$15,772 · $13,830+6.7%

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

1.02%12-mo yield$102 · $125 on $10k1.25%

−8.7%Worst dropSmaller wins−8.8%

17.3%VolatilityLower wins15.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · IJH

0.6%RS0.6%

0.6%THC0.7%

0.5%SN0.5%

0.5%NVT0.5%

Held in common40.4%

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

Both

5Y2 funds

#			Trend
1	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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

Both

5Y2 funds

#			Trend
1	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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

SMLF vs IJH

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureSMLFIJH

Fee0.15%0.05%

Cost on $10k a year$15$5

Yield1.02%1.25%

5 years, per year+9.5%+6.7%

3 years, per year+20.9%+16.5%

Worst drop · 1Y−8.7%−8.8%

Volatility · 1Y17.3%15.5%

3–3measures won
level

40.4%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SMLF, IJH

Today

40.4%most shared, SMLF and IJH

SMLFIJH

SMLF—40.4%

IJH40.4%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

SMLF$102 − $15 = $87

KeptFee

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