IVOG vs IWR

AIVOG

BIWR

Measures won1–5IWR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWR $13,924

Lowest cost0.03%VUG · $3 on $10k

Most income1.18%IWR · $118 on $10k

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

Held in common14.6%IVOG and IWR

IVOG

IWR

Vanguard S&P Mid-Cap 400 Growth ETF · $1.7BiShares Russell Mid-Cap ETF · $56.9B

+16.2%3 years · per year$15,678 · $16,955+19.2%

+5.4%5 years · per year$13,024 · $13,924+6.8%

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

0.59%12-mo yield$59 · $118 on $10k1.18%

−12.2%Worst dropSmaller wins−8.2%

18.4%VolatilityLower wins13.8%

1–5IWR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVOG · IWR

2.5%TWLO0.2%

1.9%OKTA0.2%

1.5%FTI0.2%

1.3%UTHR0.2%

Held in common14.6%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
3	AIVOG	Vanguard S&P Mid-Cap 400 Growth ETFRead Desk	0.10%	0.59%	+1.6%	+10.1%	+11.4%	+16.2%	+5.4%	−12.2%	$1.7B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
3	AIVOG	Vanguard S&P Mid-Cap 400 Growth ETFRead Desk	0.10%	0.59%	+1.6%	+10.1%	+11.4%	+16.2%	+5.4%	−12.2%	$1.7B

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

IVOG vs IWR

IVOG

Vanguard S&P Mid-Cap 400 Growth

$13,024

IWR

iShares Russell Mid-Cap

$13,924

MeasureIVOGIWR

Fee0.10%0.18%

Cost on $10k a year$10$18

Yield0.59%1.18%

5 years, per year+5.4%+6.8%

3 years, per year+16.2%+19.2%

Worst drop · 1Y−12.2%−8.2%

Volatility · 1Y18.4%13.8%

5–1measures won
IWR first

14.6%

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: IVOG, IWR, VUG

Today

14.6%most shared, IVOG and IWR

IVOGIWRVUG

IVOG—14.6%0.0%

IWR14.6%—7.0%

VUG0.0%7.0%—

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

IVOG$59 − $10 = $49

VUG$42 − $3 = $39

KeptFee

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