Compare · 3 funds side by side · dividends reinvested

IWB, VO and IJR

IWBiShares×VOVanguard×IJRiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,664IWB · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

IWB, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B1.5

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.3%+21.2%+10.8%−8.9%13.8%$48.1B2.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.2%+17.1%+4.8%−9.7%16.4%$106B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: IWB 2000 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 ETF · $48.1B$16,664

IWB

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,748

$10,000 five years ago, dividends reinvested · they hold 16.0% in common

IWBMeasureVO

More Ways to See the Pairs

IWB vs VO: Top 5 Holdings

Today

IWB

24.7%in top 5

VO

in top 55.3%

IWBStockVO

7.3%AAPLnot top 5

5.8%NVDAnot top 5

5.5%MSFTnot top 5

3.7%AMZNnot top 5

2.4%GOOGLnot top 5

Cost, Income and Risk

Fees: IWB, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

IWB0.15%$15

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IWB, VO, IJR

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.3%Year to dateJan 1 → Nov 13+14.0%

+11.3%1 yearTotal return+13.7%

+21.2%3 years · per year$10,000 became $17,800 · $16,641+18.5%

+10.8%5 years · per year$10,000 became $16,664 · $13,748+6.6%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.92%Trailing 12-mo yield$92 · $135 a year on $10k1.35%

−8.9%Worst dropSmaller is better−8.2%

13.8%VolatilityLower is calmer13.2%

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

2–6VO wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common16.0%

End-of-day Nov 13, 2026 · share of each fund

IWB vs VO Returns, Every Period

5Y

iSharesIWB

+10.8%

5 years, per year

VOVanguard

+6.6%

5 years, per year

IWBVOFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IWB vs VO

YTD

iSharesIWB

+11.3%

VOVanguard

+14.0%

+11.3%Year to date+14.0%

−8.9%Worst drop · 1Y−8.2%

13.8%Volatility · 1Y13.2%

0.9%Yield1.3%

$48.1BAssets$103B

4–0VO wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJR1.21%$121

IWB0.92%$92

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IJR$121 − $6 = $115

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IWB, VO, IJR

Today

16.0%most shared, IWB and VO

IWBVOIJR

IWB—16.0%0.4%

VO16.0%—0.0%

IJR0.4%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.2%IJR, at 16.4% volatility

VOWorst drop−8.2%13.2% vol

IWBWorst drop−8.9%13.8% vol

IJRWorst drop−9.7%16.4% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJR

+14.0%Year to date+18.0%

1.3%Yield1.2%

+13.7%Past year+19.2%

0.03%Fee0.06%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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IWB, VO and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three