Compare · 2 funds side by side · dividends reinvested

IWS and VTI

IWSiShares×VTIVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375VTI · best of the two

02 / 04

IWS and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.31%+20.6%+23.9%+20.9%+9.0%−7.5%13.3%$14.8B1.4

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWS 2001 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap Value ETF · $14.8B$15,352

IWS

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 14.4% in common

IWSMeasureVTI

+20.6%Year to dateJan 1 → Nov 6+8.9%

+23.9%1 yearTotal return+9.9%

+20.9%3 years · per year$10,000 became $17,688 · $18,004+21.7%

+9.0%5 years · per year$10,000 became $15,352 · $16,375+10.4%

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

1.31%Trailing 12-mo yield$131 · $109 a year on $10k1.09%

−7.5%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.7%

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

5–3IWS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWS vs VTI: Top 5 Holdings

Today

IWS

3.6%in top 5

VTI

in top 525.0%

IWSStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

0.9%PSXnot top 5

0.9%MRNAnot top 5

0.7%ALLnot top 5

0.6%DLRnot top 5

0.6%BDXnot top 5

Held in common14.4%

End-of-day Nov 6, 2026 · share of each fund

IWS vs VTI Returns, Every Period

iSharesIWS

+9.0%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

IWSVTIFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IWS vs VTI

YTD

iSharesIWS

+20.6%

VTIVanguard

+8.9%

+20.6%Year to date+8.9%

−7.5%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.7%

1.3%Yield1.1%

$14.8BAssets$689B

4–0IWS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWS, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IWS0.23%$23

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWS, VTI

1.31%highest, IWS

FundTrailing yieldYield$10k

IWS1.31%$131

VTI1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IWS

IWS$131 − $23 = $108

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWS, VTI

Today

14.4%most shared, IWS and VTI

IWSVTI

IWS—14.4%

VTI14.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.9%IWS, at 13.3% volatility

IWSWorst drop−7.5%13.3% vol

VTIWorst drop−8.9%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWSVTI

+20.6%Year to date+8.9%

1.3%Yield1.1%

+23.9%Past year+9.9%

0.23%Fee0.03%

3–1IWS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026