Compare · 2 funds side by side · dividends reinvested

IWR and VO

IWRiShares×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two

02 / 04

IWR and VO, 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 Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.6

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: IWR 2001 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IWR

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

$10,000 five years ago, dividends reinvested · they hold 54.9% in common

IWRMeasureVO

+15.6%Year to dateJan 1 → Nov 3+13.8%

+16.7%1 yearTotal return+13.9%

+21.0%3 years · per year$10,000 became $17,698 · $17,496+20.5%

+7.3%5 years · per year$10,000 became $14,220 · $13,977+6.9%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.15%Trailing 12-mo yield$115 · $135 a year on $10k1.35%

−8.2%Worst dropSmaller is better−8.2%

13.4%VolatilityLower is calmer12.4%

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

4–3IWR wins

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

More Ways to See the Pairs

IWR vs VO: Top 5 Holdings

Today

IWR

3.8%in top 5

in top 55.3%

IWRStockVO

0.7%NET1.1%

not top 5VLO1.1%

1.0%MPC1.1%

0.8%PSX1.0%

not top 5PWR1.0%

0.8%SNOWnot top 5

0.6%MRNAnot top 5

Held in common54.9%

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

IWR vs VO Returns, Every Period

iSharesIWR

+7.3%

5 years, per year

VOVanguard

+6.9%

5 years, per year

IWRVOFaded: behind in that period

4–0IWR wins

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

IWR vs VO

YTD

iSharesIWR

+15.6%

VOVanguard

+13.8%

+15.6%Year to date+13.8%

−8.2%Worst drop · 1Y−8.2%

13.4%Volatility · 1Y12.4%

1.2%Yield1.3%

$58.2BAssets$103B

2–1VO wins

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

Cost, Income and Risk

Fees: IWR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWR0.18%$18

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

Yields: IWR, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IWR1.15%$115

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWR$115 − $18 = $97

KeptFee

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

Overlap: IWR, VO

Today

54.9%most shared, IWR and VO

IWRVO

IWR—54.9%

VO54.9%—

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

VOWorst drop−8.2%12.4% vol

IWRWorst drop−8.2%13.4% vol

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

Paid More vs Made More

YTD

VOIWR

+13.8%Year to date+15.6%

1.3%Yield1.2%

+13.9%Past year+16.7%

0.03%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