ISMD vs IWR5YISMDISMDAvsBIWRIWRInspire Small/Mid Cap ETF · $328MiShares Russell Mid-Cap ETF · $58.7BReturns · dividends in+18.0%3 years · per year$16,424 · $16,816+18.9%+6.8%5 years · per year$13,885 · $13,996+7.0%Cost and income0.53%Expense ratio$53 · $18 on $10k · lower wins0.18%1.43%
Overlap: ISMD, IWR, VUGToday7.0%most shared, IWR and VUGISMDIWRVUGISMD—2.0%0.0%IWR2.0%—7.0%VUG0.0%7.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
ISMD vs IWR5YAISMDInspire Small/Mid Cap$13,885vsIWRBiShares Russell Mid-Cap$13,996$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%0.0%+15.8%+15.9%+18.9%+7.0%−8.2%$58.7B3AISMDInspire Small/Mid Cap ETFReadDesk0.53%1.43%+0.2%+22.1%+24.6%+18.0%+6.8%−9.7%$328MEnd-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▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%0.0%+15.8%+15.9%+18.9%+7.0%−8.2%$58.7B3AISMDInspire Small/Mid Cap ETFReadDesk0.53%1.43%+0.2%+22.1%+24.6%+18.0%+6.8%−9.7%$328MEnd-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: ISMD, IWR, VUGToday7.0%most shared, IWR and VUGISMDIWRVUGISMD—2.0%0.0%IWR2.0%—7.0%VUG0.0%7.0%—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 = $97ISMD$143 − $53 = $90VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee