SVAL vs IJR

ASVAL

BIJR

Measures won5–1SVAL wins · of 6 · 5Y

$10,000 · 5Y$15,301SVAL · IJR $13,468

Lowest cost0.06%IJR · $6 on $10k

Most income2.17%SVAL · $217 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common15.2%SVAL and IJR

SVAL

IJR

iShares US Small Cap Value Factor ETF · $163MiShares Core S&P Small-Cap ETF · $106B

+22.3%3 years · per year$18,272 · $16,862+19.0%

+8.9%5 years · per year$15,301 · $13,468+6.1%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

2.17%12-mo yield$217 · $121 on $10k1.21%

−9.0%Worst dropSmaller wins−9.7%

14.8%VolatilityLower wins15.8%

5–1SVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · IJR

0.5%MATX0.4%

0.4%NE0.4%

0.3%MGY0.4%

0.4%PTEN0.3%

Held in common15.2%

End-of-day Nov 3, 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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

Both

5Y2 funds

#			Trend
1	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

Cards for this view

SVAL vs IJR

SVAL

iShares US Small Cap Value Factor

$15,301

IJR

iShares Core S&P Small-Cap

$13,468

MeasureSVALIJR

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield2.17%1.21%

5 years, per year+8.9%+6.1%

3 years, per year+22.3%+19.0%

Worst drop · 1Y−9.0%−9.7%

Volatility · 1Y14.8%15.8%

5–1measures won
SVAL first

15.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SVAL, IJR

Today

15.2%most shared, SVAL and IJR

SVALIJR

SVAL—15.2%

IJR15.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$197most kept, SVAL

SVAL$217 − $20 = $197

IJR$121 − $6 = $115

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee