TILT vs IJH

ATILT

BIJH

Measures won4–2TILT wins · of 6 · 5Y

$10,000 · 5Y$16,273TILT · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

Smallest drop−8.5%TILT · worst fall in 1Y

Held in common12.3%TILT and IJH

TILT

IJH

Northern Trust Morningstar US Market Factor Tilt ETF · $2.1BiShares Core S&P Mid-Cap ETF · $121B

+21.2%3 years · per year$17,818 · $15,806+16.5%

+10.2%5 years · per year$16,273 · $13,830+6.7%

0.26%Expense ratio$26 · $5 on $10k · lower wins0.05%

1.10%12-mo yield$110 · $125 on $10k1.25%

−8.5%Worst dropSmaller wins−8.8%

13.0%VolatilityLower wins15.5%

4–2TILT wins

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · IJH

0.2%JLL0.5%

0.2%RGA0.5%

0.2%DOCU0.5%

0.1%PNFP0.5%

Held in common12.3%

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	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B
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	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B
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

TILT vs IJH

TILT

Northern Trust Morningstar US Market Factor Tilt

$16,273

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureTILTIJH

Fee0.26%0.05%

Cost on $10k a year$26$5

Yield1.10%1.25%

5 years, per year+10.2%+6.7%

3 years, per year+21.2%+16.5%

Worst drop · 1Y−8.5%−8.8%

Volatility · 1Y13.0%15.5%

4–2measures won
TILT first

12.3%

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: TILT, IJH

Today

12.3%most shared, TILT and IJH

TILTIJH

TILT—12.3%

IJH12.3%—

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

TILT$110 − $26 = $84

KeptFee

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