Compare · 2 funds side by side · dividends reinvested

VO and IWR

VOVanguard×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 04

VO and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: VO 2004 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 54.4% in common

VOMeasureIWR

+14.7%Year to dateJan 1 → Nov 4+16.9%

+15.3%1 yearTotal return+18.2%

+20.7%3 years · per year$10,000 became $17,578 · $17,790+21.2%

+7.4%5 years · per year$10,000 became $14,290 · $14,596+7.9%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.34%Trailing 12-mo yield$134 · $114 a year on $10k1.14%

−8.2%Worst dropSmaller is better−8.2%

12.4%VolatilityLower is calmer13.4%

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

3–4IWR wins

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

More Ways to See the Pairs

VO vs IWR: Top 5 Holdings

Today

5.3%in top 5

IWR

in top 53.7%

VOStockIWR

1.1%NET0.6%

1.1%VLOnot top 5

1.1%MPC0.9%

1.0%PSX0.8%

1.0%PWRnot top 5

not top 5SNOW0.7%

not top 5MRNA0.6%

Held in common54.4%

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

VO vs IWR Returns, Every Period

VanguardVO

+7.4%

5 years, per year

IWRiShares

+7.9%

5 years, per year

VOIWRFaded: behind in that period

0–4IWR wins

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

VO vs IWR

YTD

VanguardVO

+14.7%

IWRiShares

+16.9%

+14.7%Year to date+16.9%

−8.2%Worst drop · 1Y−8.2%

12.4%Volatility · 1Y13.4%

1.3%Yield1.1%

$103BAssets$58.2B

2–1VO wins

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

Cost, Income and Risk

Fees: VO, IWR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWR0.18%$18

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

Yields: VO, IWR

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

IWR1.14%$114

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IWR$114 − $18 = $96

KeptFee

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

Overlap: VO, IWR

Today

54.4%most shared, VO and IWR

VOIWR

VO—54.4%

IWR54.4%—

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

Return vs Bumpiness: 2 ETFs

+18.2%IWR, at 13.4% volatility

VOWorst drop−8.2%12.4% vol

IWRWorst drop−8.2%13.4% vol

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

Paid More vs Made More

YTD

VOIWR

+14.7%Year to date+16.9%

1.3%Yield1.1%

+15.3%Past year+18.2%

0.03%Fee0.18%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026