SMLF vs IJR

ASMLF

BIJR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,772SMLF · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common21.4%SMLF and IJR

SMLF

IJR

iShares U.S. Small-Cap Equity Factor ETF · $4.1BiShares Core S&P Small-Cap ETF · $104B

+20.9%3 years · per year$17,680 · $16,147+17.3%

+9.5%5 years · per year$15,772 · $13,170+5.7%

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

1.02%12-mo yield$102 · $124 on $10k1.24%

−8.7%Worst dropSmaller wins−9.7%

17.3%VolatilityLower wins16.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · IJR

0.4%JXN0.5%

0.3%ETSY0.5%

0.3%YOU0.3%

0.3%MAC0.4%

Held in common21.4%

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%	$4.1B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

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%	$4.1B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

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 IJR

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

IJR

iShares Core S&P Small-Cap

$13,170

MeasureSMLFIJR

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.02%1.24%

5 years, per year+9.5%+5.7%

3 years, per year+20.9%+17.3%

Worst drop · 1Y−8.7%−9.7%

Volatility · 1Y17.3%16.2%

3–3measures won
level

21.4%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SMLF, IJR

Today

21.4%most shared, SMLF and IJR

SMLFIJR

SMLF—21.4%

IJR21.4%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SMLF$102 − $15 = $87

KeptFee

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