IVOO vs IWR

AIVOO

BIWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,263IVOO · IWR $14,220

Lowest cost0.07%IVOO · $7 on $10k

Most income1.19%IVOO · $119 on $10k

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

Held in common21.8%IVOO and IWR

IVOO

IWR

Vanguard S&P Mid-Cap 400 ETF · $3.7BiShares Russell Mid-Cap ETF · $58.2B

+18.4%3 years · per year$16,608 · $17,698+21.0%

+7.4%5 years · per year$14,263 · $14,220+7.3%

0.07%Expense ratio$7 · $18 on $10k · lower wins0.18%

1.19%12-mo yield$119 · $115 on $10k1.15%

−8.8%Worst dropSmaller wins−8.2%

14.9%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVOO · IWR

1.0%OKTA0.3%

1.3%TWLO0.2%

0.8%FTI0.2%

0.7%UTHR0.2%

Held in common21.8%

End-of-day Nov 3, 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	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk		0.07%	1.19%	+0.3%	+13.1%	+15.5%	+18.4%	+7.4%	−8.8%	$3.7B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B

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

Both

5Y2 funds

#			Trend
1	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk		0.07%	1.19%	+0.3%	+13.1%	+15.5%	+18.4%	+7.4%	−8.8%	$3.7B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B

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

Cards for this view

IVOO vs IWR

IVOO

Vanguard S&P Mid-Cap 400

$14,264

IWR

iShares Russell Mid-Cap

$14,220

MeasureIVOOIWR

Fee0.07%0.18%

Cost on $10k a year$7$18

Yield1.19%1.15%

5 years, per year+7.4%+7.3%

3 years, per year+18.4%+21.0%

Worst drop · 1Y−8.8%−8.2%

Volatility · 1Y14.9%13.4%

3–2measures won
IWR first

21.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IVOO, IWR

Today

21.8%most shared, IVOO and IWR

IVOOIWR

IVOO—21.8%

IWR21.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$112most kept, IVOO

IVOO$119 − $7 = $112

IWR$115 − $18 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee