XLSR vs IJH

AXLSR

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,831XLSR · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

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

Held in common0.0%XLSR and IJH

XLSR

IJH

State Street US Sector Rotation ETF · $1.1BiShares Core S&P Mid-Cap ETF · $121B

+16.9%3 years · per year$15,995 · $15,806+16.5%

+8.2%5 years · per year$14,831 · $13,830+6.7%

0.70%Expense ratio$70 · $5 on $10k · lower wins0.05%

0.42%12-mo yield$42 · $126 on $10k1.26%

−11.1%Worst dropSmaller wins−8.8%

14.5%VolatilityLower wins15.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLSR · IJH

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

Held in common0.0%

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	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B
2	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

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	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B
2	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

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

XLSR vs IJH

XLSR

US Sector Rotation

$14,831

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureXLSRIJH

Fee0.70%0.05%

Cost on $10k a year$70$5

Yield0.42%1.26%

5 years, per year+8.2%+6.7%

3 years, per year+16.9%+16.5%

Worst drop · 1Y−11.1%−8.8%

Volatility · 1Y14.5%15.5%

3–3measures won
level

0.0%

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: XLSR, IJH

Today

0.0%most shared, XLSR and IJH

XLSRIJH

XLSR—0.0%

IJH0.0%—

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

XLSR$42 − $70 = −$28

KeptFee

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