Compare · 2 funds side by side · dividends reinvested

IWR and VOO

IWRiShares×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

IWR and VOO, 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%$58.2B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IWR

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 12.6% in common

IWRMeasureVOO

+15.6%Year to dateJan 1 → Nov 3+11.5%

+16.7%1 yearTotal return+11.9%

+21.0%3 years · per year$10,000 became $17,698 · $19,094+24.1%

+7.3%5 years · per year$10,000 became $14,220 · $17,749+12.2%

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

1.15%Trailing 12-mo yield$115 · $107 a year on $10k1.07%

−8.2%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer12.7%

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

4–4Level

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 VOO: Top 5 Holdings

Today

IWR

3.8%in top 5

VOO

in top 528.3%

IWRStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.0%MPCnot top 5

0.8%PSXnot top 5

0.8%SNOWnot top 5

0.7%NETnot top 5

0.6%MRNAnot top 5

Held in common12.6%

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

IWR vs VOO Returns, Every Period

iSharesIWR

+7.3%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

IWRVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: IWR vs VOO

YTD

iSharesIWR

+15.6%

VOOVanguard

+11.5%

+15.6%Year to date+11.5%

−8.2%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y12.7%

1.2%Yield1.1%

$58.2BAssets$1.00T

3–1IWR wins

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

Cost, Income and Risk

Fees: IWR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWR0.18%$18

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

Yields: IWR, VOO

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

VOO1.07%$107

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

IWR$115 − $18 = $97

KeptFee

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

Overlap: IWR, VOO

Today

12.6%most shared, IWR and VOO

IWRVOO

IWR—12.6%

VOO12.6%—

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

VOOWorst drop−8.9%12.7% 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

IWRVOO

+15.6%Year to date+11.5%

1.2%Yield1.1%

+16.7%Past year+11.9%

0.18%Fee0.03%

3–1IWR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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