Compare · 2 funds side by side · dividends reinvested

SIZE and VO

SIZEiShares×VOVanguard×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,240SIZE · best of the two

Story of the two · IncomeMost incomeSIZE · 1.36% · $136 a year on $10k

Story of the two · RiskSmallest drop

SIZE and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.3%+13.8%+17.6%+7.3%−8.0%13.4%$439M1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: SIZE 2013 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Size Factor ETF · $439M$14,240

SIZE

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

$10,000 five years ago, dividends reinvested · they hold 49.4% in common

SIZEMeasureVO

+13.3%

More Ways to See the Pairs

SIZE vs VO: Top 5 Holdings

Today

SIZE

1.9%in top 5

VO

in top 55.3%

SIZEStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Cost, Income and Risk

Fees: SIZE, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SIZE0.15%$15

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SIZE, VO

1Y

1.36%highest, SIZE

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to date

Jan 1 → Nov 12

+14.0%

+13.8%1 yearTotal return+13.7%

+17.6%3 years · per year$10,000 became $16,264 · $16,605+18.4%

+7.3%5 years · per year$10,000 became $14,240 · $13,809+6.7%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.36%Trailing 12-mo yield$136 · $135 a year on $10k1.35%

−8.0%Worst dropSmaller is better−8.2%

13.4%VolatilityLower is calmer13.2%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.4%SNnot top 5

0.4%OKTAnot top 5

0.4%KMBnot top 5

0.4%VMRKnot top 5

0.3%VEEVnot top 5

Held in common49.4%

End-of-day Nov 12, 2026 · share of each fund

SIZE vs VO Returns, Every Period

5Y

iSharesSIZE

+7.3%

5 years, per year

VOVanguard

+6.7%

5 years, per year

SIZEVOFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SIZE vs VO

YTD

iSharesSIZE

+13.3%

VOVanguard

+14.0%

+13.3%Year to date+14.0%

−8.0%Worst drop · 1Y−8.2%

13.4%Volatility · 1Y13.2%

1.4%Yield1.3%

$439MAssets$103B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

SIZE1.36%$136

VO1.35%$135

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

SIZE$136 − $15 = $121

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SIZE, VO

Today

49.4%most shared, SIZE and VO

SIZEVO

SIZE—49.4%

VO49.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.8%SIZE, at 13.4% volatility

VOWorst drop−8.2%13.2% vol

SIZEWorst drop−8.0%13.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEVO

+13.3%Year to date+14.0%

1.4%Yield1.3%

+13.8%Past year+13.7%

0.15%Fee0.03%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SIZE and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two