Compare · 2 funds side by side · dividends reinvested

IVOO and IWR

IVOOVanguard×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,263IVOO · best of the two

02 / 04

IVOO and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.4

Vanguard S&P Mid-Cap 400 ETFUS Stock Styles · Mid cap0.07%1.19%+13.1%+15.5%+18.4%+7.4%−8.8%14.9%$3.7B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: IVOO 2010 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 ETF · $3.7B$14,263

IVOO

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 21.8% in common

IVOOMeasureIWR

+13.1%Year to dateJan 1 → Nov 3+15.6%

+15.5%1 yearTotal return+16.7%

+18.4%3 years · per year$10,000 became $16,608 · $17,698+21.0%

+7.4%5 years · per year$10,000 became $14,263 · $14,220+7.3%

0.07%Expense ratio$7 · $18 a year on $10k · lower is better0.18%

1.19%Trailing 12-mo yield$119 · $115 a year on $10k1.15%

−8.8%Worst dropSmaller is better−8.2%

14.9%VolatilityLower is calmer13.4%

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

3–5IWR wins

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

More Ways to See the Pairs

IVOO vs IWR: Top 5 Holdings

Today

IVOO

4.6%in top 5

IWR

in top 53.8%

IVOOStockIWR

1.3%TWLOnot top 5

1.0%OKTAnot top 5

not top 5MPC1.0%

not top 5PSX0.8%

0.8%FTInot top 5

0.8%NVTnot top 5

0.8%ATInot top 5

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

Held in common21.8%

End-of-day Nov 3, 2026 · share of each fund

IVOO vs IWR Returns, Every Period

VanguardIVOO

+7.4%

5 years, per year

IWRiShares

+7.3%

5 years, per year

IVOOIWRFaded: behind in that period

1–3IWR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IVOO vs IWR

YTD

VanguardIVOO

+13.1%

IWRiShares

+15.6%

+13.1%Year to date+15.6%

−8.8%Worst drop · 1Y−8.2%

14.9%Volatility · 1Y13.4%

1.2%Yield1.2%

$3.7BAssets$58.2B

3–0IWR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVOO, IWR

Today

0.07%lowest, IVOO

FundExpense ratioFee$10k

IVOO0.07%$7

IWR0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IVOO, IWR

1.19%highest, IVOO

FundTrailing yieldYield$10k

IVOO1.19%$119

IWR1.15%$115

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$112most kept, IVOO

IVOO$119 − $7 = $112

IWR$115 − $18 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IVOO, IWR

Today

21.8%most shared, IVOO and IWR

IVOOIWR

IVOO—21.8%

IWR21.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.7%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

IVOOWorst drop−8.8%14.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IVOOIWR

+13.1%Year to date+15.6%

1.2%Yield1.2%

+15.5%Past year+16.7%

0.07%Fee0.18%

2–1IWR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026