AVMC vs IWR

AAVMC

BIWR

Measures won2–1AVMC wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWR $14,217

Lowest cost0.03%VUG · $3 on $10k

Most income1.15%IWR · $115 on $10k

Smallest drop−7.9%AVMC · worst fall in 1Y

Held in common64.3%AVMC and IWR

AVMC

IWR

Avantis U.S. Mid Cap Equity ETF · $544MiShares Russell Mid-Cap ETF · $56.9B

[…]3 years · per year[…] · $17,081+19.5%

[…]5 years · per year[…] · $14,217+7.3%

0.18%Expense ratio$18 · $18 on $10k · lower wins0.18%

0.97%12-mo yield$97 · $115 on $10k1.15%

−7.9%Worst dropSmaller wins−8.2%

14.0%VolatilityLower wins14.1%

2–1AVMC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVMC · IWR

0.6%MRNA0.7%

0.7%KMB0.5%

0.5%BDX0.4%

0.5%LNG0.4%

Held in common64.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	+3.0%	+16.3%	+19.2%	+19.5%	+7.3%	−8.2%	$56.9B
3	AAVMC	Avantis U.S. Mid Cap Equity ETFRead Desk	0.18%	0.97%	+3.1%	+13.6%	+17.5%	new	new	−7.9%	$544M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	+3.0%	+16.3%	+19.2%	+19.5%	+7.3%	−8.2%	$56.9B
3	AAVMC	Avantis U.S. Mid Cap Equity ETFRead Desk	0.18%	0.97%	+3.1%	+13.6%	+17.5%	new	new	−7.9%	$544M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVMC vs IWR

AVMC

Avantis U.S. Mid Cap Equity

[…]

IWR

iShares Russell Mid-Cap

$14,217

MeasureAVMCIWR

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield0.97%1.15%

5 years, per year[…]+7.3%

3 years, per year[…]+19.5%

Worst drop · 1Y−7.9%−8.2%

Volatility · 1Y14.0%14.1%

2–1measures won
AVMC first

64.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AVMC, IWR, VUG

Today

64.3%most shared, AVMC and IWR

AVMCIWRVUG

AVMC—64.3%4.9%

IWR64.3%—7.0%

VUG4.9%7.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

AVMC$97 − $18 = $79

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee