STAX vs IJH

ASTAX

BIJH

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH

Lowest cost0.05%IJH · $5 on $10k

Most income3.20%STAX · $320 on $10k

Smallest drop−2.7%STAX · worst fall in 1Y

Held in common[…]STAX and IJH

STAX

IJH

Nomura Tax-Free USA Short Term ETF · $11MiShares Core S&P Mid-Cap ETF · $125B

[…]3 years · per year[…] · $15,806+16.5%

[…]5 years · per year[…] · $13,830+6.7%

0.29%Expense ratio$29 · $5 on $10k · lower wins0.05%

3.20%12-mo yield$320 · $126 on $10k1.26%

−2.7%Worst dropSmaller wins−8.8%

1.8%VolatilityLower wins15.5%

3–1STAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTAX · IJH

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
2	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.1%	+1.5%	+2.0%	new	new	−2.7%	$11M

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

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
2	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.1%	+1.5%	+2.0%	new	new	−2.7%	$11M

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

Cards for this view

STAX vs IJH

STAX

Nomura Tax-Free USA Short Term

[…]

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureSTAXIJH

Fee0.29%0.05%

Cost on $10k a year$29$5

Yield3.20%1.26%

5 years, per year[…]+6.7%

3 years, per year[…]+16.5%

Worst drop · 1Y−2.7%−8.8%

Volatility · 1Y1.8%15.5%

3–1measures won
STAX first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: STAX, IJH

Today

[…]holdings […]

STAXIJH

STAX—[…]

IJH[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

IJH$126 − $5 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee