XJH vs IJH

AXJH

BIJH

Measures won0–6IJH wins · of 6 · 5Y

$10,000 · 5Y$14,303IJH · XJH $13,998

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common88.4%XJH and IJH

XJH

IJH

iShares ESG Select Screened S&P Mid-Cap ETF · $423MiShares Core S&P Mid-Cap ETF · $125B

+18.4%3 years · per year$16,610 · $16,625+18.5%

+7.0%5 years · per year$13,998 · $14,303+7.4%

0.12%Expense ratio$12 · $5 on $10k · lower wins0.05%

1.13%12-mo yield$113 · $122 on $10k1.22%

−9.6%Worst dropSmaller wins−8.8%

15.6%VolatilityLower wins15.0%

0–6IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsXJH · IJH

1.1%OKTA1.0%

0.9%FTI0.8%

0.8%UTHR0.7%

0.8%ENTG0.7%

Held in common88.4%

End-of-day Nov 3, 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%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	AXJH	iShares ESG Select Screened S&P Mid-Cap ETFRead Desk		0.12%	1.13%	+0.3%	+12.9%	+16.2%	+18.4%	+7.0%	−9.6%	$423M

End-of-day Nov 3, 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%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	AXJH	iShares ESG Select Screened S&P Mid-Cap ETFRead Desk		0.12%	1.13%	+0.3%	+12.9%	+16.2%	+18.4%	+7.0%	−9.6%	$423M

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

Cards for this view

XJH vs IJH

XJH

iShares ESG Select Screened S&P Mid-Cap

$13,998

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureXJHIJH

Fee0.12%0.05%

Cost on $10k a year$12$5

Yield1.13%1.22%

5 years, per year+7.0%+7.4%

3 years, per year+18.4%+18.5%

Worst drop · 1Y−9.6%−8.8%

Volatility · 1Y15.6%15.0%

6–0measures won
IJH first

88.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XJH, IJH

Today

88.4%most shared, XJH and IJH

XJHIJH

XJH—88.4%

IJH88.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

XJH$113 − $12 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee