Compare · 2 funds side by side · dividends reinvested

AVMC and IWR

AVMCAvantis×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 04

AVMC and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.3

Avantis U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.18%0.97%+14.2%+17.3%[…][…]−7.9%13.3%$535M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AVMC 2023 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Mid Cap Equity ETF · $535M[…]

AVMC

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 64.0% in common

AVMCMeasureIWR

+14.2%Year to dateJan 1 → Nov 4+16.9%

+17.3%1 yearTotal return+18.2%

[…]3 years · per year$10,000 became […] · $17,790+21.2%

[…]5 years · per year$10,000 became […] · $14,596+7.9%

0.18%Expense ratio$18 · $18 a year on $10k · lower is better0.18%

0.97%Trailing 12-mo yield$97 · $114 a year on $10k1.14%

−7.9%Worst dropSmaller is better−8.2%

13.3%VolatilityLower is calmer13.4%

AVMCIWR Winner of the row, in its colourEach row: the bigger of the two fills its side

2–3IWR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVMC vs IWR: Top 5 Holdings

Today

AVMC

3.0%in top 5

IWR

in top 53.7%

AVMCStockIWR

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

0.6%KMBnot top 5

not top 5NET0.6%

0.6%PYPLnot top 5

not top 5MRNA0.6%

0.6%HUMnot top 5

0.6%DVNnot top 5

0.6%WDCnot top 5

Held in common64.0%

End-of-day Nov 4, 2026 · share of each fund

AVMC vs IWR Returns, Every Period

AvantisAVMC

+17.3%

past year

IWRiShares

+18.2%

past year

AVMCIWRFaded: behind in that period

0–2IWR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AVMC vs IWR

YTD

AvantisAVMC

+14.2%

IWRiShares

+16.9%

+14.2%Year to date+16.9%

−7.9%Worst drop · 1Y−8.2%

13.3%Volatility · 1Y13.4%

1.0%Yield1.1%

$535MAssets$58.2B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVMC, IWR

Today

0.18%lowest, AVMC

FundExpense ratioFee$10k

AVMC0.18%$18

IWR0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVMC, IWR

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

AVMC0.97%$97

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

AVMC$97 − $18 = $79

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVMC, IWR

Today

64.0%most shared, AVMC and IWR

AVMCIWR

AVMC—64.0%

IWR64.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.2%IWR, at 13.4% volatility

AVMCWorst drop−7.9%13.3% vol

IWRWorst drop−8.2%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWRAVMC

+16.9%Year to date+14.2%

1.1%Yield1.0%

+18.2%Past year+17.3%

0.18%Fee0.18%

3–0IWR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026