AVMV vs IWR

AAVMV

BIWR

Measures won1–3IWR wins · of 6 · 5Y

$10,000 · 5Y$13,915IWR

Lowest cost0.18%IWR · $18 on $10k

Most income1.18%IWR · $118 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common27.7%AVMV and IWR

AVMV

IWR

Avantis U.S. Mid Cap Value ETF · $819MiShares Russell Mid-Cap ETF · $58.8B

[…]3 years · per year[…] · $17,017+19.4%

[…]5 years · per year[…] · $13,915+6.8%

0.20%Expense ratio$20 · $18 on $10k · lower wins0.18%

1.11%12-mo yield$111 · $118 on $10k1.18%

−8.9%Worst dropSmaller wins−8.2%

13.1%VolatilityLower wins13.8%

1–3IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVMV · IWR

0.7%KMB0.5%

1.1%FAST0.4%

1.0%LNG0.4%

1.0%TRGP0.4%

Held in common27.7%

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

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$58.8B
2	AAVMV	Avantis U.S. Mid Cap Value ETFRead Desk		0.20%	1.11%	−3.1%	+11.9%	+18.5%	new	new	−8.9%	$819M

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

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$58.8B
2	AAVMV	Avantis U.S. Mid Cap Value ETFRead Desk		0.20%	1.11%	−3.1%	+11.9%	+18.5%	new	new	−8.9%	$819M

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

Cards for this view

AVMV vs IWR

AVMV

Avantis U.S. Mid Cap Value

[…]

IWR

iShares Russell Mid-Cap

$13,915

MeasureAVMVIWR

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield1.11%1.18%

5 years, per year[…]+6.8%

3 years, per year[…]+19.4%

Worst drop · 1Y−8.9%−8.2%

Volatility · 1Y13.1%13.8%

3–1measures won
IWR first

27.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AVMV, IWR

Today

27.7%most shared, AVMV and IWR

AVMVIWR

AVMV—27.7%

IWR27.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

AVMV$111 − $20 = $91

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee