Compare · 2 funds side by side · dividends reinvested

IWS and VOE

IWSiShares×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,506VOE · best of the two

02 / 04

IWS and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.82%+22.3%+26.9%+22.2%+10.5%−6.9%11.1%$22.8B1.4

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.27%+24.2%+27.4%+22.7%+9.8%−7.5%13.1%$14.9B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWS 2001 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap Value ETF · $14.9B$15,956

IWS

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,506

$10,000 five years ago, dividends reinvested · they hold 40.8% in common

IWSMeasureVOE

+24.2%Year to dateJan 1 → Nov 4+22.3%

+27.4%1 yearTotal return+26.9%

+22.7%3 years · per year$10,000 became $18,488 · $18,246+22.2%

+9.8%5 years · per year$10,000 became $15,956 · $16,506+10.5%

0.23%Expense ratio$23 · $5 a year on $10k · lower is better0.05%

1.27%Trailing 12-mo yield$127 · $182 a year on $10k1.82%

−7.5%Worst dropSmaller is better−6.9%

13.1%VolatilityLower is calmer11.1%

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

3–5VOE wins

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

More Ways to See the Pairs

IWS vs VOE: Top 5 Holdings

Today

IWS

3.7%in top 5

VOE

in top 58.1%

IWSStockVOE

not top 5VLO1.9%

not top 5MPC1.9%

1.0%PSX1.7%

0.7%HPE1.4%

not top 5WBD1.3%

0.8%MRNAnot top 5

0.6%ALLnot top 5

0.6%DLRnot top 5

Held in common40.8%

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

IWS vs VOE Returns, Every Period

iSharesIWS

+9.8%

5 years, per year

VOEVanguard

+10.5%

5 years, per year

IWSVOEFaded: behind in that period

3–1IWS wins

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

IWS vs VOE

YTD

iSharesIWS

+24.2%

VOEVanguard

+22.3%

+24.2%Year to date+22.3%

−7.5%Worst drop · 1Y−6.9%

13.1%Volatility · 1Y11.1%

1.3%Yield1.8%

$14.9BAssets$22.8B

3–1VOE wins

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

Cost, Income and Risk

Fees: IWS, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

IWS0.23%$23

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

Yields: IWS, VOE

1.82%highest, VOE

FundTrailing yieldYield$10k

VOE1.82%$182

IWS1.27%$127

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

Income After Fees on $10,000

$177most kept, VOE

VOE$182 − $5 = $177

IWS$127 − $23 = $104

KeptFee

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

Overlap: IWS, VOE

Today

40.8%most shared, IWS and VOE

IWSVOE

IWS—40.8%

VOE40.8%—

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

Return vs Bumpiness: 2 ETFs

+27.4%IWS, at 13.1% volatility

VOEWorst drop−6.9%11.1% vol

IWSWorst drop−7.5%13.1% vol

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

Paid More vs Made More

YTD

VOEIWS

+22.3%Year to date+24.2%

1.8%Yield1.3%

+26.9%Past year+27.4%

0.05%Fee0.23%

2–2level

End-of-day Nov 4, 2026

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026