Compare · 2 funds side by side · dividends reinvested

IWS and VOO

IWSiShares×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

IWS and VOO, 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%$14.9B1.5

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: IWS 2001 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IWS

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

IWSMeasureVOO

+22.1%Year to dateJan 1 → Nov 3+11.5%

+25.2%1 yearTotal return+11.9%

+22.3%3 years · per year$10,000 became $18,297 · $19,094+24.1%

+9.1%5 years · per year$10,000 became $15,424 · $17,749+12.2%

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

1.29%Trailing 12-mo yield$129 · $107 a year on $10k1.07%

−7.5%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer12.7%

IWSVOO 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

IWS vs VOO: Top 5 Holdings

Today

IWS

3.8%in top 5

VOO

in top 528.3%

IWSStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.0%PSXnot top 5

0.8%MRNAnot top 5

0.7%HPEnot top 5

0.6%DLRnot top 5

0.6%ALLnot top 5

Held in common11.0%

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

IWS vs VOO Returns, Every Period

iSharesIWS

+9.1%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

IWSVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: IWS vs VOO

YTD

iSharesIWS

+22.1%

VOOVanguard

+11.5%

+22.1%Year to date+11.5%

−7.5%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y12.7%

1.3%Yield1.1%

$14.9BAssets$1.00T

3–1IWS wins

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

Cost, Income and Risk

Fees: IWS, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWS0.23%$23

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

Yields: IWS, VOO

1.29%highest, IWS

FundTrailing yieldYield$10k

IWS1.29%$129

VOO1.07%$107

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

Income After Fees on $10,000

$106most kept, IWS

IWS$129 − $23 = $106

VOO$107 − $3 = $104

KeptFee

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

Overlap: IWS, VOO

Today

11.0%most shared, IWS and VOO

IWSVOO

IWS—11.0%

VOO11.0%—

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

VOOWorst drop−8.9%12.7% 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

IWSVOO

+22.1%Year to date+11.5%

1.3%Yield1.1%

+25.2%Past year+11.9%

0.23%Fee0.03%

3–1IWS 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