Compare · 3 funds side by side · dividends reinvested

IVOO, IWR and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeIVOO · 1.18% · $118 a year on $10k

Story of the three · RiskSmallest drop

IVOO, IWR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+17.0%+17.6%+19.3%+7.3%−8.2%14.0%$58.7B1.6

Vanguard S&P Mid-Cap 400 ETFUS Stock Styles · Mid cap0.07%1.18%+14.1%+15.9%+16.6%+6.8%−8.8%15.7%$3.7B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+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 11, 2026 · returns include dividends · since: IVOO 2010 · IWR 2001 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard S&P Mid-Cap 400 ETF · $3.7B$13,901

IVOO

IWR

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

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

IVOOMeasure

More Ways to See the Pairs

IVOO vs IWR: Top 5 Holdings

Today

IVOO

4.6%in top 5

IWR

in top 53.7%

IVOOStockIWR

1.3%TWLOnot top 5

1.0%OKTAnot top 5

not top 5MPC0.8%

0.8%FTInot top 5

0.8%NVTnot top 5

Cost, Income and Risk

Fees: IVOO, IWR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVOO0.07%$7

IWR0.18%$18

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

Yields: IVOO, IWR, VUG

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

+14.1%Year to dateJan 1 → Nov 11+17.0%

+15.9%1 yearTotal return+17.6%

+16.6%3 years · per year$10,000 became $15,857 · $16,967+19.3%

+6.8%5 years · per year$10,000 became $13,901 · $14,198+7.3%

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

1.18%Trailing 12-mo yield$118 · $114 a year on $10k1.14%

−8.8%Worst dropSmaller is better−8.2%

15.7%VolatilityLower is calmer14.0%

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

2–6IWR wins

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

0.8%ATInot top 5

not top 5PSX0.7%

not top 5SNOW0.7%

not top 5NET0.7%

not top 5MRNA0.7%

Held in common21.8%

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

IVOO vs IWR Returns, Every Period

5Y

VanguardIVOO

+6.8%

5 years, per year

IWRiShares

+7.3%

5 years, per year

IVOOIWRFaded: behind in that period

0–4IWR wins

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

IVOO vs IWR

YTD

VanguardIVOO

+14.1%

IWRiShares

+17.0%

+14.1%Year to date+17.0%

−8.8%Worst drop · 1Y−8.2%

15.7%Volatility · 1Y14.0%

1.2%Yield1.1%

$3.7BAssets$58.7B

3–1IWR wins

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

1Y

1.18%highest, IVOO

FundTrailing yieldYield$10k

IVOO1.18%$118

IWR1.14%$114

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$111most kept, IVOO

IVOO$118 − $7 = $111

IWR$114 − $18 = $96

VUG$41 − $3 = $38

KeptFee

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

Overlap: IVOO, IWR, VUG

Today

21.8%most shared, IVOO and IWR

IVOOIWRVUG

IVOO—21.8%0.0%

IWR21.8%—7.0%

VUG0.0%7.0%—

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

IWRWorst drop−8.2%14.0% vol

IVOOWorst drop−8.8%15.7% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IVOOIWR

+14.1%Year to date+17.0%

1.2%Yield1.1%

+15.9%Past year+17.6%

0.07%Fee0.18%

2–2level

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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IVOO, IWR and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three