Compare · 3 funds side by side · dividends reinvested

MSOS, VO and IWF

MSOSAdvisorShares×VOVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

MSOS, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.9

AdvisorShares Pure US Cannabis ETFUS Stock Styles · Large cap0.75%0.00%−10.2%−0.9%−7.7%−31.0%−52.9%93.5%$769M2.9

Rank among the three1st → 3rdFee, 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: MSOS 2020 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Pure US Cannabis ETF · $769M$1,569

MSOS

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MSOSMeasureVO

−10.2%Year to dateJan 1 → Nov 6+10.6%

−0.9%1 yearTotal return+11.6%

−7.7%3 years · per year$10,000 became $7,866 · $16,701+18.6%

−31.0%5 years · per year$10,000 became $1,569 · $13,590+6.3%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $139 a year on $10k1.39%

−52.9%Worst dropSmaller is better−8.2%

93.5%VolatilityLower is calmer12.9%

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

0–8VO wins

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

More Ways to See the Pairs

MSOS vs VO: Top 5 Holdings

Today

MSOS

55.2%in top 5

in top 55.3%

MSOSStockVO

21.4%TRLVnot top 5

18.5%CURLFnot top 5

9.8%GTBIFnot top 5

3.4%VRNOnot top 5

2.2%CRLBFnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

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

MSOS vs VO Returns, Every Period

AdvisorSharesMSOS

−31.0%

5 years, per year

VOVanguard

+6.3%

5 years, per year

MSOSVOFaded: behind in that period

0–4VO wins

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

MSOS vs VO

YTD

AdvisorSharesMSOS

−10.2%

VOVanguard

+10.6%

−10.2%Year to date+10.6%

−52.9%Worst drop · 1Y−8.2%

93.5%Volatility · 1Y12.9%

0.0%Yield1.4%

$769MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: MSOS, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

MSOS0.75%$75

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

Yields: MSOS, VO, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IWF0.39%$39

MSOS0.00%$0

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWF$39 − $18 = $21

MSOS$0 − $75 = −$75

KeptFee

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

Overlap: MSOS, VO, IWF

Today

9.2%most shared, VO and IWF

MSOSVOIWF

MSOS—0.0%0.0%

VO0.0%—9.2%

IWF0.0%9.2%—

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

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

IWFWorst drop−14.6%19.4% vol

MSOSWorst drop−52.9%93.5% vol

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

Paid More vs Made More

YTD

VOIWF

+10.6%Year to date−5.3%

1.4%Yield0.4%

+11.6%Past year−6.5%

0.03%Fee0.18%

4–0VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026