Compare · 2 funds side by side · dividends reinvested

VOE and IWR

VOEVanguard×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,506VOE · best of the two

02 / 04

VOE and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.82%+22.3%+26.9%+22.2%+10.5%−6.9%11.1%$22.8B1.0

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

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: VOE 2006 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,506

VOE

IWR

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

$10,000 five years ago, dividends reinvested · they hold 35.1% in common

VOEMeasureIWR

+22.3%Year to dateJan 1 → Nov 4+16.9%

+26.9%1 yearTotal return+18.2%

+22.2%3 years · per year$10,000 became $18,246 · $17,790+21.2%

+10.5%5 years · per year$10,000 became $16,506 · $14,596+7.9%

0.05%Expense ratio$5 · $18 a year on $10k · lower is better0.18%

1.82%Trailing 12-mo yield$182 · $114 a year on $10k1.14%

−6.9%Worst dropSmaller is better−8.2%

11.1%VolatilityLower is calmer13.4%

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

8–0VOE wins

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

More Ways to See the Pairs

VOE vs IWR: Top 5 Holdings

Today

VOE

8.1%in top 5

IWR

in top 53.7%

VOEStockIWR

1.9%VLOnot top 5

1.9%MPC0.9%

1.7%PSX0.8%

1.4%HPEnot top 5

1.3%WBDnot top 5

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common35.1%

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

VOE vs IWR Returns, Every Period

VanguardVOE

+10.5%

5 years, per year

IWRiShares

+7.9%

5 years, per year

VOEIWRFaded: behind in that period

4–0VOE wins

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

VOE vs IWR

YTD

VanguardVOE

+22.3%

IWRiShares

+16.9%

+22.3%Year to date+16.9%

−6.9%Worst drop · 1Y−8.2%

11.1%Volatility · 1Y13.4%

1.8%Yield1.1%

$22.8BAssets$58.8B

4–0VOE wins

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

Cost, Income and Risk

Fees: VOE, IWR

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

IWR0.18%$18

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

Yields: VOE, IWR

1.82%highest, VOE

FundTrailing yieldYield$10k

VOE1.82%$182

IWR1.14%$114

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

Income After Fees on $10,000

$177most kept, VOE

VOE$182 − $5 = $177

IWR$114 − $18 = $96

KeptFee

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

Overlap: VOE, IWR

Today

35.1%most shared, VOE and IWR

VOEIWR

VOE—35.1%

IWR35.1%—

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

Return vs Bumpiness: 2 ETFs

+26.9%VOE, at 11.1% volatility

VOEWorst drop−6.9%11.1% 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

VOEIWR

+22.3%Year to date+16.9%

1.8%Yield1.1%

+26.9%Past year+18.2%

0.05%Fee0.18%

4–0VOE wins

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026