Compare · 2 funds side by side · dividends reinvested

VOT and IWR

VOTVanguard×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

VOT 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%$58.2B1.1

Vanguard Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.05%0.61%+4.5%+0.3%+17.9%+3.6%−14.0%18.0%$19.2B1.9

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: VOT 2006 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap Growth ETF · $19.2B$11,926

VOT

IWR

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

$10,000 five years ago, dividends reinvested · they hold 23.6% in common

VOTMeasureIWR

+4.5%Year to dateJan 1 → Nov 4+16.9%

+0.3%1 yearTotal return+18.2%

+17.9%3 years · per year$10,000 became $16,382 · $17,790+21.2%

+3.6%5 years · per year$10,000 became $11,926 · $14,596+7.9%

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

0.61%Trailing 12-mo yield$61 · $114 a year on $10k1.14%

−14.0%Worst dropSmaller is better−8.2%

18.0%VolatilityLower is calmer13.4%

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

1–7IWR wins

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

More Ways to See the Pairs

VOT vs IWR: Top 5 Holdings

Today

VOT

11.4%in top 5

IWR

in top 53.7%

VOTStockIWR

2.6%NET0.6%

2.3%PWRnot top 5

2.2%VRTnot top 5

2.2%DDOGnot top 5

2.1%HWMnot top 5

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5MRNA0.6%

Held in common23.6%

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

VOT vs IWR Returns, Every Period

VanguardVOT

+3.6%

5 years, per year

IWRiShares

+7.9%

5 years, per year

VOTIWRFaded: behind in that period

0–4IWR wins

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

VOT vs IWR

YTD

VanguardVOT

+4.5%

IWRiShares

+16.9%

+4.5%Year to date+16.9%

−14.0%Worst drop · 1Y−8.2%

18.0%Volatility · 1Y13.4%

0.6%Yield1.1%

$19.2BAssets$58.2B

4–0IWR wins

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

Cost, Income and Risk

Fees: VOT, IWR

Today

0.05%lowest, VOT

FundExpense ratioFee$10k

VOT0.05%$5

IWR0.18%$18

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

Yields: VOT, IWR

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

VOT0.61%$61

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

VOT$61 − $5 = $56

KeptFee

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

Overlap: VOT, IWR

Today

23.6%most shared, VOT and IWR

VOTIWR

VOT—23.6%

IWR23.6%—

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

IWRWorst drop−8.2%13.4% vol

VOTWorst drop−14.0%18.0% vol

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

Paid More vs Made More

YTD

IWRVOT

+16.9%Year to date+4.5%

1.1%Yield0.6%

+18.2%Past year+0.3%

0.18%Fee0.05%

3–1IWR 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%

$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