Compare · 3 funds side by side · dividends reinvested

MID, IWR and VTV

MIDAmerican Century×IWRiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

MID, IWR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.8B2.0

American Century Mid Cap Growth Impact ETFUS Stock Styles · Mid cap0.39%0.11%+4.9%+2.4%+14.9%+3.6%−13.9%18.0%$146M3.0

Rank among the three1st → 3rdFee, 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: MID 2020 · IWR 2001 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

American Century Mid Cap Growth Impact ETF · $146M$11,943

MID

IWR

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

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

MIDMeasureIWR

+4.9%Year to dateJan 1 → Nov 4+16.9%

+2.4%1 yearTotal return+18.2%

+14.9%3 years · per year$10,000 became $15,187 · $17,790+21.2%

+3.6%5 years · per year$10,000 became $11,943 · $14,596+7.9%

0.39%Expense ratio$39 · $18 a year on $10k · lower is better0.18%

0.11%Trailing 12-mo yield$11 · $114 a year on $10k1.14%

−13.9%Worst dropSmaller is better−8.2%

18.0%VolatilityLower is calmer13.4%

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

0–8IWR wins

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

More Ways to See the Pairs

MID vs IWR: Top 5 Holdings

Today

MID

29.7%in top 5

IWR

in top 53.7%

MIDStockIWR

7.8%NET0.6%

6.7%OKTAnot top 5

5.5%MPWRnot top 5

4.9%0Y7S.Lnot top 5

4.8%MTSInot top 5

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5MRNA0.6%

Held in common5.0%

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

MID vs IWR Returns, Every Period

American CenturyMID

+3.6%

5 years, per year

IWRiShares

+7.9%

5 years, per year

MIDIWRFaded: behind in that period

0–4IWR wins

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

MID vs VTV

YTD

American CenturyMID

+4.9%

VTVVanguard

+22.8%

+4.9%Year to date+22.8%

−13.9%Worst drop · 1Y−6.4%

18.0%Volatility · 1Y10.2%

0.1%Yield1.8%

$146MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: MID, IWR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWR0.18%$18

MID0.39%$39

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

Yields: MID, IWR, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IWR1.14%$114

MID0.11%$11

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWR$114 − $18 = $96

MID$11 − $39 = −$28

KeptFee

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

Overlap: MID, IWR, VTV

Today

19.1%most shared, IWR and VTV

MIDIWRVTV

MID—5.0%0.5%

IWR5.0%—19.1%

VTV0.5%19.1%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

IWRWorst drop−8.2%13.4% vol

MIDWorst drop−13.9%18.0% vol

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

Paid More vs Made More

YTD

VTVIWR

+22.8%Year to date+16.9%

1.8%Yield1.1%

+27.5%Past year+18.2%

0.03%Fee0.18%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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