VBK vs IJR

AVBK

BIJR

Measures won1–5IJR wins · of 6 · 5Y

$10,000 · 5Y$13,136IJR · VBK $11,025

Lowest cost0.05%VBK · $5 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common14.5%VBK and IJR

VBK

IJR

Vanguard Morningstar Small-Cap Growth ETF · $22.8BiShares Core S&P Small-Cap ETF · $104B

+17.3%3 years · per year$16,156 · $16,200+17.4%

+2.0%5 years · per year$11,025 · $13,136+5.6%

0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%

0.44%12-mo yield$44 · $124 on $10k1.24%

−13.6%Worst dropSmaller wins−9.7%

21.2%VolatilityLower wins16.3%

1–5IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBK · IJR

0.3%MTCH0.5%

0.3%PTGX0.5%

0.2%PAYC0.6%

0.2%MXL0.3%

Held in common14.5%

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	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%	$103.7B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B

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	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%	$103.7B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B

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

VBK vs IJR

VBK

Vanguard Morningstar Small-Cap Growth

$11,025

IJR

iShares Core S&P Small-Cap

$13,136

MeasureVBKIJR

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield0.44%1.24%

5 years, per year+2.0%+5.6%

3 years, per year+17.3%+17.4%

Worst drop · 1Y−13.6%−9.7%

Volatility · 1Y21.2%16.3%

5–1measures won
IJR first

14.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VBK, IJR

Today

14.5%most shared, VBK and IJR

VBKIJR

VBK—14.5%

IJR14.5%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VBK$44 − $5 = $39

KeptFee

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