Compare · 2 funds side by side · dividends reinvested

IWR and YUNG

IWRiShares×YUNGCorgi Funds×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 03

IWR and YUNG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.8B1.0

Corgi ETF Trust I - Longevity Consumer ETFSectors · Consumer0.35%0.00%[…][…][…][…][…][…]$1M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IWR 2001 · YUNG 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.8B$14,596

IWR

YUNG

Corgi ETF Trust I - Longevity Consumer ETF · $1M[…]

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

IWRMeasureYUNG

+16.9%Year to dateJan 1 → Nov 4[…]

+18.2%1 yearTotal return[…]

+21.2%3 years · per year$10,000 became $17,790 · […][…]

+7.9%5 years · per year$10,000 became $14,596 · […][…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

1.14%Trailing 12-mo yield$114 · $0 a year on $10k0.00%

−8.2%Worst dropSmaller is better[…]

13.4%VolatilityLower is calmer[…]

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

2–0IWR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWR vs YUNG: Top 5 Holdings

Today

IWR

3.7%in top 5

YUNG

in top 533.9%

IWRStockYUNG

not top 5LLY15.5%

not top 5WELL5.3%

not top 5MDT5.0%

not top 5HUM4.0%

not top 5MAR4.0%

0.9%MPCnot top 5

0.8%PSXnot top 5

0.7%SNOWnot top 5

0.6%NETnot top 5

0.6%MRNAnot top 5

Held in common3.3%

End-of-day Nov 4, 2026 · share of each fund

IWR vs YUNG Returns, Every Period

iSharesIWR

+18.2%

past year

YUNGCorgi Funds

[…]

past year

Returns […]

IWRYUNGFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: IWR vs YUNG

YTD

iSharesIWR

+16.9%

YUNGCorgi Funds

[…]

+16.9%Year to date[…]

−8.2%Worst drop · 1Y[…]

13.4%Volatility · 1Y[…]

1.1%Yield0.0%

$58.8BAssets$1.2M

1–0IWR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWR, YUNG

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

YUNG0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWR, YUNG

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

YUNG0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

YUNG$0 − $35 = −$35

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWR, YUNG

Today

3.3%most shared, IWR and YUNG

IWRYUNG

IWR—3.3%

YUNG3.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.2%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

YUNGWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026