Compare · 2 funds side by side · dividends reinvested

IWR and VOE

IWRiShares×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,036VOE · best of the two

02 / 04

IWR and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.84%+20.7%+24.9%+21.9%+9.9%−6.9%11.0%$22.8B1.0

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B2.0

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 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

IWR

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,036

$10,000 five years ago, dividends reinvested · they hold 35.4% in common

IWRMeasureVOE

+15.6%Year to dateJan 1 → Nov 3+20.7%

+16.7%1 yearTotal return+24.9%

+21.0%3 years · per year$10,000 became $17,698 · $18,135+21.9%

+7.3%5 years · per year$10,000 became $14,220 · $16,036+9.9%

0.18%Expense ratio$18 · $5 a year on $10k · lower is better0.05%

1.15%Trailing 12-mo yield$115 · $184 a year on $10k1.84%

−8.2%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.0%

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

0–8VOE 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 VOE: Top 5 Holdings

Today

IWR

3.8%in top 5

VOE

in top 58.1%

IWRStockVOE

not top 5VLO1.9%

1.0%MPC1.9%

0.8%PSX1.7%

not top 5HPE1.4%

not top 5WBD1.3%

0.8%SNOWnot top 5

0.7%NETnot top 5

0.6%MRNAnot top 5

Held in common35.4%

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

IWR vs VOE Returns, Every Period

iSharesIWR

+7.3%

5 years, per year

VOEVanguard

+9.9%

5 years, per year

IWRVOEFaded: behind in that period

0–4VOE wins

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

IWR vs VOE

YTD

iSharesIWR

+15.6%

VOEVanguard

+20.7%

+15.6%Year to date+20.7%

−8.2%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.0%

1.2%Yield1.8%

$58.2BAssets$22.8B

4–0VOE wins

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

Cost, Income and Risk

Fees: IWR, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

IWR0.18%$18

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

Yields: IWR, VOE

1.84%highest, VOE

FundTrailing yieldYield$10k

VOE1.84%$184

IWR1.15%$115

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

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

IWR$115 − $18 = $97

KeptFee

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

Overlap: IWR, VOE

Today

35.4%most shared, IWR and VOE

IWRVOE

IWR—35.4%

VOE35.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.9%VOE, at 11.0% volatility

VOEWorst drop−6.9%11.0% 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

VOEIWR

+20.7%Year to date+15.6%

1.8%Yield1.2%

+24.9%Past year+16.7%

0.05%Fee0.18%

4–0VOE wins

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