Compare · 3 funds side by side · dividends reinvested

AVMC, IWR and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

AVMC, IWR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+16.3%+19.2%+19.5%+7.3%−8.2%14.1%$56.9B1.6

Avantis U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.18%0.97%+13.6%+17.5%[…][…]−7.9%14.0%$544M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: AVMC 2023 · IWR 2001 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Mid Cap Equity ETF · $544M[…]

AVMC

IWR

iShares Russell Mid-Cap ETF · $56.9B$14,217

$10,000 five years ago, dividends reinvested · they hold 64.3% in common

AVMCMeasureIWR

+13.6%Year to dateJan 1 → Nov 9+16.3%

+17.5%1 yearTotal return+19.2%

[…]3 years · per year$10,000 became […] · $17,081+19.5%

[…]5 years · per year$10,000 became […] · $14,217+7.3%

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

0.97%Trailing 12-mo yield$97 · $115 a year on $10k1.15%

−7.9%Worst dropSmaller is better−8.2%

14.0%VolatilityLower is calmer14.1%

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

2–3IWR wins

End-of-day Nov 9, 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

3.1%in top 5

IWR

in top 53.5%

AVMCStockIWR

not top 5MPC0.8%

not top 5PSX0.7%

0.7%KMBnot top 5

not top 5SNOW0.7%

not top 5MRNA0.7%

0.6%PYPLnot top 5

0.6%HUMnot top 5

not top 5RCL0.6%

0.6%EWnot top 5

0.6%DALnot top 5

Held in common64.3%

End-of-day Nov 9, 2026 · share of each fund

AVMC vs IWR Returns, Every Period

AvantisAVMC

+17.5%

past year

IWRiShares

+19.2%

past year

AVMCIWRFaded: behind in that period

0–2IWR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AVMC vs IWR

YTD

AvantisAVMC

+13.6%

IWRiShares

+16.3%

+13.6%Year to date+16.3%

−7.9%Worst drop · 1Y−8.2%

14.0%Volatility · 1Y14.1%

1.0%Yield1.1%

$544MAssets$56.9B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVMC, IWR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

AVMC0.18%$18

IWR0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AVMC, IWR, VUG

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

AVMC0.97%$97

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

AVMC$97 − $18 = $79

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AVMC, IWR, VUG

Today

64.3%most shared, AVMC and IWR

AVMCIWRVUG

AVMC—64.3%4.9%

IWR64.3%—7.0%

VUG4.9%7.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.2%IWR, at 14.1% volatility

AVMCWorst drop−7.9%14.0% vol

IWRWorst drop−8.2%14.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWRAVMC

+16.3%Year to date+13.6%

1.1%Yield1.0%

+19.2%Past year+17.5%

0.18%Fee0.18%

3–0IWR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026