ZDIS vs IJH

AZDIS

BIJH

Measures won0–2IJH wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IJH $13,830

Lowest cost0.03%VUG · $3 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common0.5%ZDIS and IJH

ZDIS

IJH

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $55MiShares Core S&P Mid-Cap ETF · $121B

[…]3 years · per year[…] · $15,806+16.5%

[…]5 years · per year[…] · $13,830+6.7%

0.75%Expense ratio$75 · $5 on $10k · lower wins0.05%

0.00%12-mo yield$0 · $125 on $10k1.25%

[…]Worst dropSmaller wins−8.8%

[…]VolatilityLower wins15.5%

0–2IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsZDIS · IJH

3.3%TOST0.5%

Held in common0.5%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	+2.8%	new	new	new	new	[…]	$55M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	+2.8%	new	new	new	new	[…]	$55M

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

ZDIS vs IJH

ZDIS

VIRTUS ZEVENBERGEN DISCOVERY GROWTH

[…]

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureZDISIJH

Fee0.75%0.05%

Cost on $10k a year$75$5

Yield0.00%1.25%

5 years, per year[…]+6.7%

3 years, per year[…]+16.5%

Worst drop · 1Y[…]−8.8%

Volatility · 1Y[…]15.5%

2–0measures won
IJH first

0.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: ZDIS, IJH, VUG

Today

17.7%most shared, ZDIS and VUG

ZDISIJHVUG

ZDIS—0.5%17.7%

IJH0.5%—0.0%

VUG17.7%0.0%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

VUG$42 − $3 = $39

ZDIS$0 − $75 = −$75

KeptFee

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