Compare · 3 funds side by side · dividends reinvested

IWR, VO and IWF

IWRiShares×VOVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

IWR, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.18%+12.8%+15.3%+19.4%+6.8%−8.2%13.8%$56.8B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWR 2001 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $56.8B$13,915

IWR

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 54.4% in common

IWRMeasureVO

+12.8%Year to dateJan 1 → Nov 5+10.7%

+15.3%1 yearTotal return+12.4%

+19.4%3 years · per year$10,000 became $17,017 · $16,795+18.9%

+6.8%5 years · per year$10,000 became $13,915 · $13,616+6.4%

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

1.18%Trailing 12-mo yield$118 · $139 a year on $10k1.39%

−8.2%Worst dropSmaller is better−8.2%

13.8%VolatilityLower is calmer12.9%

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

4–3IWR wins

End-of-day Nov 5, 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

3.6%in top 5

in top 55.3%

IWRStockVO

0.6%NET1.1%

not top 5VLO1.1%

0.8%MPC1.1%

0.8%PSX1.0%

not top 5PWR1.0%

0.7%SNOWnot top 5

0.7%MRNAnot top 5

Held in common54.4%

End-of-day Nov 5, 2026 · share of each fund

IWR vs VO Returns, Every Period

iSharesIWR

+6.8%

5 years, per year

VOVanguard

+6.4%

5 years, per year

IWRVOFaded: behind in that period

4–0IWR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWR vs VO

YTD

iSharesIWR

+12.8%

VOVanguard

+10.7%

+12.8%Year to date+10.7%

−8.2%Worst drop · 1Y−8.2%

13.8%Volatility · 1Y12.9%

1.2%Yield1.4%

$56.8BAssets$103B

2–1VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWR, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWR0.18%$18

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWR, VO, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IWR1.18%$118

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWR$118 − $18 = $100

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWR, VO, IWF

Today

54.4%most shared, IWR and VO

IWRVOIWF

IWR—54.4%10.2%

VO54.4%—9.2%

IWF10.2%9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.3%IWR, at 13.8% volatility

VOWorst drop−8.2%12.9% vol

IWRWorst drop−8.2%13.8% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWR

+10.7%Year to date+12.8%

1.4%Yield1.2%

+12.4%Past year+15.3%

0.03%Fee0.18%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026