VBK vs IJH

AVBK

BIJH

Measures won1–4IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · VBK $11,151

Lowest cost0.05%VBK · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common38.8%VBK and IJH

VBK

IJH

Vanguard Morningstar Small-Cap Growth ETF · $22.8BiShares Core S&P Mid-Cap ETF · $121B

+17.7%3 years · per year$16,320 · $15,806+16.5%

+2.2%5 years · per year$11,151 · $13,830+6.7%

0.05%Expense ratio$5 · $5 on $10k · lower wins0.05%

0.44%12-mo yield$44 · $126 on $10k1.26%

−13.6%Worst dropSmaller wins−8.8%

21.1%VolatilityLower wins15.5%

1–4IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBK · IJH

0.8%FTI0.7%

0.7%ATI0.7%

0.6%ROKU0.6%

0.7%ENTG0.6%

Held in common38.8%

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	+1.3%	+6.3%	+6.9%	+17.7%	+2.2%	−13.6%	$22.8B

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	+1.3%	+6.3%	+6.9%	+17.7%	+2.2%	−13.6%	$22.8B

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

VBK vs IJH

VBK

Vanguard Morningstar Small-Cap Growth

$11,151

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureVBKIJH

Fee0.05%0.05%

Cost on $10k a year$5$5

Yield0.44%1.26%

5 years, per year+2.2%+6.7%

3 years, per year+17.7%+16.5%

Worst drop · 1Y−13.6%−8.8%

Volatility · 1Y21.1%15.5%

4–1measures won
IJH first

38.8%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VBK, IJH

Today

38.8%most shared, VBK and IJH

VBKIJH

VBK—38.8%

IJH38.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

VBK$44 − $5 = $39

KeptFee

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