IVOG vs IWR

AIVOG

BIWR

Measures won1–5IWR wins · of 6 · 5Y

$10,000 · 5Y$14,596IWR · IVOG $13,760

Lowest cost0.10%IVOG · $10 on $10k

Most income1.14%IWR · $114 on $10k

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

Held in common14.8%IVOG and IWR

IVOG

IWR

Vanguard S&P Mid-Cap 400 Growth ETF · $1.7BiShares Russell Mid-Cap ETF · $58.2B

+18.0%3 years · per year$16,428 · $17,790+21.2%

+6.6%5 years · per year$13,760 · $14,596+7.9%

0.10%Expense ratio$10 · $18 on $10k · lower wins0.18%

0.57%12-mo yield$57 · $114 on $10k1.14%

−10.1%Worst dropSmaller wins−8.2%

17.8%VolatilityLower wins13.4%

1–5IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVOG · IWR

2.5%TWLO0.2%

1.9%OKTA0.2%

1.5%FTI0.2%

1.3%UTHR0.2%

Held in common14.8%

End-of-day Nov 4, 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%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B
2	AIVOG	Vanguard S&P Mid-Cap 400 Growth ETFRead Desk		0.10%	0.57%	−0.2%	+13.5%	+14.9%	+18.0%	+6.6%	−10.1%	$1.7B

End-of-day Nov 4, 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%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B
2	AIVOG	Vanguard S&P Mid-Cap 400 Growth ETFRead Desk		0.10%	0.57%	−0.2%	+13.5%	+14.9%	+18.0%	+6.6%	−10.1%	$1.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVOG vs IWR

IVOG

Vanguard S&P Mid-Cap 400 Growth

$13,760

IWR

iShares Russell Mid-Cap

$14,596

MeasureIVOGIWR

Fee0.10%0.18%

Cost on $10k a year$10$18

Yield0.57%1.14%

5 years, per year+6.6%+7.9%

3 years, per year+18.0%+21.2%

Worst drop · 1Y−10.1%−8.2%

Volatility · 1Y17.8%13.4%

5–1measures won
IWR first

14.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IVOG, IWR

Today

14.8%most shared, IVOG and IWR

IVOGIWR

IVOG—14.8%

IWR14.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

IVOG$57 − $10 = $47

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee