Compare · 2 funds side by side · dividends reinvested

IVOV and IWR

IVOVVanguard×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,794IVOV · best of the two

02 / 04

IVOV 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 Value ETFUS Stock Styles · Mid cap0.10%1.62%+12.5%+16.4%+18.5%+8.1%−10.6%13.8%$1.2B1.6

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: IVOV 2010 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 Value ETF · $1.2B$14,794

IVOV

IWR

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

$10,000 five years ago, dividends reinvested · they hold 14.6% in common

IVOVMeasureIWR

+12.5%Year to dateJan 1 → Nov 3+15.6%

+16.4%1 yearTotal return+16.7%

+18.5%3 years · per year$10,000 became $16,637 · $17,698+21.0%

+8.1%5 years · per year$10,000 became $14,794 · $14,220+7.3%

0.10%Expense ratio$10 · $18 a year on $10k · lower is better0.18%

1.62%Trailing 12-mo yield$162 · $115 a year on $10k1.15%

−10.6%Worst dropSmaller is better−8.2%

13.8%VolatilityLower is calmer13.4%

IVOVIWR 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

IVOV vs IWR: Top 5 Holdings

Today

IVOV

5.9%in top 5

IWR

in top 53.8%

IVOVStockIWR

1.3%SNXnot top 5

1.2%USFDnot top 5

1.2%RSnot top 5

1.1%PRnot top 5

1.1%WCCnot top 5

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

Held in common14.6%

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

IVOV vs IWR Returns, Every Period

VanguardIVOV

+8.1%

5 years, per year

IWRiShares

+7.3%

5 years, per year

IVOVIWRFaded: behind in that period

1–3IWR wins

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

IVOV vs IWR

YTD

VanguardIVOV

+12.5%

IWRiShares

+15.6%

+12.5%Year to date+15.6%

−10.6%Worst drop · 1Y−8.2%

13.8%Volatility · 1Y13.4%

1.6%Yield1.2%

$1.2BAssets$58.2B

3–1IWR wins

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

Cost, Income and Risk

Fees: IVOV, IWR

Today

0.10%lowest, IVOV

FundExpense ratioFee$10k

IVOV0.10%$10

IWR0.18%$18

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

Yields: IVOV, IWR

1.62%highest, IVOV

FundTrailing yieldYield$10k

IVOV1.62%$162

IWR1.15%$115

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

Income After Fees on $10,000

$152most kept, IVOV

IVOV$162 − $10 = $152

IWR$115 − $18 = $97

KeptFee

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

Overlap: IVOV, IWR

Today

14.6%most shared, IVOV and IWR

IVOVIWR

IVOV—14.6%

IWR14.6%—

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

IVOVWorst drop−10.6%13.8% vol

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

Paid More vs Made More

YTD

IVOVIWR

+12.5%Year to date+15.6%

1.6%Yield1.2%

+16.4%Past year+16.7%

0.10%Fee0.18%

2–2level

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