VO vs IJS

AVO

BIJS

Measures won5–1VO wins · of 6 · 5Y

$10,000 · 5Y$13,867VO · IJS $13,632

Lowest cost0.03%VO · $3 on $10k

Most income1.38%IJS · $138 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%VO and IJS

IJS

Vanguard Morningstar Mid-Cap ETF · $103BiShares S&P Small-Cap 600 Value ETF · $7.5B

+18.8%3 years · per year$16,763 · $16,208+17.5%

+6.8%5 years · per year$13,867 · $13,632+6.4%

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

1.35%12-mo yield$135 · $138 on $10k1.38%

−8.2%Worst dropSmaller wins−9.3%

13.1%VolatilityLower wins16.3%

5–1VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · IJS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.5B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.5B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−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

VO vs IJS

Vanguard Morningstar Mid-Cap

$13,867

IJS

iShares S&P Small-Cap 600 Value

$13,632

MeasureVOIJS

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.35%1.38%

5 years, per year+6.8%+6.4%

3 years, per year+18.8%+17.5%

Worst drop · 1Y−8.2%−9.3%

Volatility · 1Y13.1%16.3%

5–0measures won
VO first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VO, IJS, IJR

Today

65.4%most shared, IJS and IJR

VOIJSIJR

VO—0.0%0.0%

IJS0.0%—65.4%

IJR0.0%65.4%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJS$138 − $18 = $120

IJR$121 − $6 = $115

KeptFee

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