VB vs IJR

AVB

BIJR

Measures won6–0VB wins · of 6 · 5Y

$10,000 · 5Y$13,310VB · IJR $13,136

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $129 on $10k

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

Held in common18.1%VB and IJR

IJR

Vanguard Morningstar Small-Cap ETF · $76.9BiShares Core S&P Small-Cap ETF · $108B

+18.5%3 years · per year$16,641 · $16,200+17.4%

+5.9%5 years · per year$13,310 · $13,136+5.6%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

1.28%12-mo yield$129 · $124 on $10k1.24%

−9.0%Worst dropSmaller wins−9.7%

16.2%VolatilityLower wins16.3%

6–0VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · IJR

0.1%VSAT0.5%

0.1%MTCH0.5%

0.1%PTGX0.5%

0.1%JXN0.5%

Held in common18.1%

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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

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

VB vs IJR

Vanguard Morningstar Small-Cap

$13,310

IJR

iShares Core S&P Small-Cap

$13,136

MeasureVBIJR

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.28%1.24%

5 years, per year+5.9%+5.6%

3 years, per year+18.5%+17.4%

Worst drop · 1Y−9.0%−9.7%

Volatility · 1Y16.2%16.3%

6–0measures won
VB first

18.1%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

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

Overlap: VB, IJR

Today

18.1%most shared, VB and IJR

VBIJR

VB—18.1%

IJR18.1%—

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

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

IJR$124 − $6 = $118

KeptFee

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