Compare · 3 funds side by side · dividends reinvested

AVMC, IWR and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeIWR · 1.14% · $114 a year on $10k

Story of the three · RiskSmallest drop

AVMC, IWR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.18%0.97%+14.2%+16.3%[…][…]−7.9%13.9%$559M1.5

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+17.0%+17.6%+19.3%+7.3%−8.2%14.0%$58.7B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: AVMC 2023 · IWR 2001 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Avantis U.S. Mid Cap Equity ETF · $559M[…]

AVMC

IWR

iShares Russell Mid-Cap ETF · $58.7B$14,198

$10,000 five years ago, dividends reinvested · they hold 64.1% in common

AVMCMeasure

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 5MPC0.8%

not top 5PSX0.7%

not top 5SNOW0.7%

not top 5NET0.7%

0.7%KMBnot top 5

Cost, Income and Risk

Fees: AVMC, IWR, IWF

Today

0.18%lowest, AVMC

FundExpense ratioFee$10k

AVMC0.18%$18

IWR0.18%$18

IWF0.18%$18

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: AVMC, IWR, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IWR

+14.2%Year to dateJan 1 → Nov 11+17.0%

+16.3%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,967+19.3%

[…]5 years · per year$10,000 became […] · $14,198+7.3%

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%

13.9%VolatilityLower is calmer14.0%

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

2–3IWR wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MRNA0.7%

0.6%HUMnot top 5

0.6%PYPLnot top 5

0.6%DALnot top 5

0.6%PRUnot top 5

Held in common64.1%

End-of-day Nov 11, 2026 · share of each fund

AVMC vs IWR Returns, Every Period

1Y

AvantisAVMC

+16.3%

past year

IWRiShares

+17.6%

past year

AVMCIWRFaded: behind in that period

0–2IWR wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

AVMC vs IWR

YTD

AvantisAVMC

+14.2%

IWRiShares

+17.0%

+14.2%Year to date+17.0%

−7.9%Worst drop · 1Y−8.2%

13.9%Volatility · 1Y14.0%

1.0%Yield1.1%

$559MAssets$58.7B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

AVMC0.97%$97

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$96most kept, IWR

IWR$114 − $18 = $96

AVMC$97 − $18 = $79

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: AVMC, IWR, IWF

Today

64.1%most shared, AVMC and IWR

AVMCIWRIWF

AVMC—64.1%6.7%

IWR64.1%—10.3%

IWF6.7%10.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.6%IWR, at 14.0% volatility

AVMCWorst drop−7.9%13.9% vol

IWRWorst drop−8.2%14.0% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IWRAVMC

+17.0%Year to date+14.2%

1.1%Yield1.0%

+17.6%Past year+16.3%

0.18%Fee0.18%

3–0IWR wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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AVMC, IWR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three