IJH vs SQLV

AIJH

BSQLV

Measures won4–2IJH wins · of 6 · 5Y

$10,000 · 5Y$14,141SQLV · DFAS $13,927

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common2.7%IJH and SQLV

IJH

SQLV

iShares Core S&P Mid-Cap ETF · $121BRoyce Quant Small-Cap Quality Value ETF · $39M

+16.5%3 years · per year$15,806 · $15,694+16.2%

+6.7%5 years · per year$13,830 · $14,141+7.2%

0.05%Expense ratio$5 · $60 on $10k · lower wins0.60%

1.25%12-mo yield$125 · $104 on $10k1.04%

−8.8%Worst dropSmaller wins−7.7%

15.5%VolatilityLower wins16.5%

4–2IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJH · SQLV

0.3%WTFC0.3%

0.2%QLYS0.8%

0.2%HRB0.9%

0.2%HAE0.5%

Held in common2.7%

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 Three

5Y3 funds

#
1	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
2	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	AIJH	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

All Three

5Y3 funds

#
1	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
2	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	AIJH	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

IJH vs SQLV

IJH

iShares Core S&P Mid-Cap

$13,830

SQLV

Royce Quant Small-Cap Quality Value

$14,141

MeasureIJHSQLV

Fee0.05%0.60%

Cost on $10k a year$5$60

Yield1.25%1.04%

5 years, per year+6.7%+7.2%

3 years, per year+16.5%+16.2%

Worst drop · 1Y−8.8%−7.7%

Volatility · 1Y15.5%16.5%

4–2measures won
IJH first

2.7%

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: SQLV, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

SQLVDFASIJH

SQLV—10.3%2.7%

DFAS10.3%—40.7%

IJH2.7%40.7%—

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

DFAS$103 − $30 = $73

SQLV$104 − $60 = $44

KeptFee

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