CVSM vs IWR5YCVSMCVSMAvsBIWRIWRCresAlta Small and Mid-Cap ETF · $95MiShares Russell Mid-Cap ETF · $58.7BReturns · dividends in[…]3 years · per year[…] · $16,816+18.9%[…]5 years · per year[…] · $13,996+7.0%Cost and income0.55%Expense ratio$55 · $18 on $10k · lower wins0.18%0.69%12-mo yield$69 · $115 on $10k1.15%
Overlap: CVSM, IWR, IWFToday10.3%most shared, IWR and IWFCVSMIWRIWFCVSM—2.7%0.1%IWR2.7%—10.3%IWF0.1%10.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CVSM vs IWR5YACVSMCresAlta Small and Mid-Cap[…]vsIWRBiShares Russell Mid-Cap$13,996MeasureCVSMIWRFee0.55%0.18%Cost on $10k a year$55$18Yield0.69%1.15%5 years, per year[…]+7.0%3 years, per year[…]+18.9%Worst drop · 1Y[…]−8.2%Volatility · 1Y[…]14.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8B2BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%0.0%+15.8%+15.9%+18.9%+7.0%−8.2%$58.7B3ACVSMCresAlta Small and Mid-Cap ETFReadDesk0.55%0.69%+0.2%newnewnewnew[…]$95MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8B2BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%0.0%+15.8%+15.9%+18.9%+7.0%−8.2%$58.7B3ACVSMCresAlta Small and Mid-Cap ETFReadDesk0.55%0.69%+0.2%newnewnewnew[…]$95MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: CVSM, IWR, IWFToday10.3%most shared, IWR and IWFCVSMIWRIWFCVSM—2.7%0.1%IWR2.7%—10.3%IWF0.1%10.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$97most kept, IWRIWR$115 − $18 = $97IWF$38 − $18 = $20CVSM$69 − $55 = $14KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee