AVSC vs VO · Compare Desk

AVO

BIWF

Measures won4–2VO wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common9.2%VO and IWF

VO vs IWF

IWF

Vanguard Morningstar Mid-Cap ETF · $103BiShares Russell 1000 Growth ETF · $115B

+18.6%3 years · per year$16,701 · $17,022+19.4%

+6.3%5 years · per year$13,590 · $15,442+9.1%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.39%12-mo yield$139 · $39 on $10k0.39%

−8.2%Worst dropSmaller wins−14.6%

12.9%VolatilityLower wins19.4%

4–2VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVO · IWF

0.6%SNOW0.3%

0.7%HLT0.3%

0.9%HWM0.3%

1.1%NET0.3%

Held in common9.2%

End-of-day Nov 6, 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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VO vs IWF

Vanguard Morningstar Mid-Cap

$13,590

IWF

iShares Russell 1000 Growth

$15,442

MeasureVOIWF

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.39%0.39%

5 years, per year+6.3%+9.1%

3 years, per year+18.6%+19.4%

Worst drop · 1Y−8.2%−14.6%

Volatility · 1Y12.9%19.4%

4–2measures won
VO first

9.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VO, IWF

Today

9.2%most shared, VO and IWF

VOIWF

VO—9.2%

IWF9.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee