VIOG vs IJR

AVIOG

BIJR

Measures won0–6IJR wins · of 6 · 5Y

$10,000 · 5Y$13,170IJR · VIOG $12,511

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common58.5%VIOG and IJR

VIOG

IJR

Vanguard S&P Small-Cap 600 Growth ETF · $1.0BiShares Core S&P Small-Cap ETF · $104B

+16.7%3 years · per year$15,908 · $16,147+17.3%

+4.6%5 years · per year$12,511 · $13,170+5.7%

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

0.78%12-mo yield$78 · $124 on $10k1.24%

−10.9%Worst dropSmaller wins−9.7%

17.3%VolatilityLower wins16.2%

0–6IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIOG · IJR

0.7%LTH0.5%

1.0%RHP0.5%

1.1%PTGX0.5%

1.0%TGTX0.5%

Held in common58.5%

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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
2	AVIOG	Vanguard S&P Small-Cap 600 Growth ETFRead Desk		0.10%	0.78%	+0.6%	+14.9%	+16.0%	+16.7%	+4.6%	−10.9%	$1.0B

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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
2	AVIOG	Vanguard S&P Small-Cap 600 Growth ETFRead Desk		0.10%	0.78%	+0.6%	+14.9%	+16.0%	+16.7%	+4.6%	−10.9%	$1.0B

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

VIOG vs IJR

VIOG

Vanguard S&P Small-Cap 600 Growth

$12,511

IJR

iShares Core S&P Small-Cap

$13,170

MeasureVIOGIJR

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield0.78%1.24%

5 years, per year+4.6%+5.7%

3 years, per year+16.7%+17.3%

Worst drop · 1Y−10.9%−9.7%

Volatility · 1Y17.3%16.2%

6–0measures won
IJR first

58.5%

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: VIOG, IJR

Today

58.5%most shared, VIOG and IJR

VIOGIJR

VIOG—58.5%

IJR58.5%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VIOG$78 − $10 = $68

KeptFee

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