VB vs IJS

AVB

BIJS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,632IJS · VB $13,532

Lowest cost0.03%VB · $3 on $10k

Most income1.38%IJS · $138 on $10k

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

Held in common13.4%VB and IJS

IJS

Vanguard Morningstar Small-Cap ETF · $76.9BiShares S&P Small-Cap 600 Value ETF · $7.5B

+18.8%3 years · per year$16,782 · $16,259+17.6%

+6.2%5 years · per year$13,532 · $13,675+6.5%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.24%12-mo yield$124 · $138 on $10k1.38%

−9.0%Worst dropSmaller wins−9.3%

16.4%VolatilityLower wins16.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · IJS

0.1%MTCH1.0%

0.1%JXN0.9%

0.1%ESI0.4%

0.1%PAYC1.0%

Held in common13.4%

End-of-day Nov 9, 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	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+3.1%	+19.3%	+24.9%	+17.6%	+6.5%	−9.3%	$7.5B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+3.3%	+19.3%	+23.1%	+17.5%	+5.9%	−9.7%	$103.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+3.1%	+19.3%	+24.9%	+17.6%	+6.5%	−9.3%	$7.5B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+3.3%	+19.3%	+23.1%	+17.5%	+5.9%	−9.7%	$103.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VB vs IJS

Vanguard Morningstar Small-Cap

$13,533

IJS

iShares S&P Small-Cap 600 Value

$13,675

MeasureVBIJS

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.24%1.38%

5 years, per year+6.2%+6.5%

3 years, per year+18.8%+17.6%

Worst drop · 1Y−9.0%−9.3%

Volatility · 1Y16.4%16.3%

3–3measures won
level

13.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VB, IJS, IJR

Today

65.4%most shared, IJS and IJR

VBIJSIJR

VB—13.4%18.1%

IJS13.4%—65.4%

IJR18.1%65.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

IJS$138 − $18 = $120

IJR$120 − $6 = $114

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee