Compare · 2 funds side by side · dividends reinvested

IWS and VO

IWSiShares×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,424IWS · best of the two

02 / 04

IWS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.29%+22.1%+25.2%+22.3%+9.1%−7.5%13.0%$14.9B1.4

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: IWS 2001 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap Value ETF · $14.9B$15,424

IWS

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

$10,000 five years ago, dividends reinvested · they hold 50.2% in common

IWSMeasureVO

+22.1%Year to dateJan 1 → Nov 3+13.8%

+25.2%1 yearTotal return+13.9%

+22.3%3 years · per year$10,000 became $18,297 · $17,496+20.5%

+9.1%5 years · per year$10,000 became $15,424 · $13,977+6.9%

0.23%Expense ratio$23 · $3 a year on $10k · lower is better0.03%

1.29%Trailing 12-mo yield$129 · $135 a year on $10k1.35%

−7.5%Worst dropSmaller is better−8.2%

13.0%VolatilityLower is calmer12.4%

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

5–3IWS wins

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

More Ways to See the Pairs

IWS vs VO: Top 5 Holdings

Today

IWS

3.8%in top 5

in top 55.3%

IWSStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

1.0%PSX1.0%

not top 5PWR1.0%

0.8%MRNAnot top 5

0.7%HPEnot top 5

0.6%DLRnot top 5

0.6%ALLnot top 5

Held in common50.2%

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

IWS vs VO Returns, Every Period

iSharesIWS

+9.1%

5 years, per year

VOVanguard

+6.9%

5 years, per year

IWSVOFaded: behind in that period

4–0IWS wins

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

IWS vs VO

YTD

iSharesIWS

+22.1%

VOVanguard

+13.8%

+22.1%Year to date+13.8%

−7.5%Worst drop · 1Y−8.2%

13.0%Volatility · 1Y12.4%

1.3%Yield1.3%

$14.9BAssets$103B

2–1IWS wins

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

Cost, Income and Risk

Fees: IWS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWS0.23%$23

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

Yields: IWS, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IWS1.29%$129

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWS$129 − $23 = $106

KeptFee

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

Overlap: IWS, VO

Today

50.2%most shared, IWS and VO

IWSVO

IWS—50.2%

VO50.2%—

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

Return vs Bumpiness: 2 ETFs

+25.2%IWS, at 13.0% volatility

VOWorst drop−8.2%12.4% vol

IWSWorst drop−7.5%13.0% vol

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

Paid More vs Made More

YTD

VOIWS

+13.8%Year to date+22.1%

1.3%Yield1.3%

+13.9%Past year+25.2%

0.03%Fee0.23%

2–1IWS 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