IVOV vs IWR

AIVOV

BIWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,794IVOV · IWR $14,220

Lowest cost0.10%IVOV · $10 on $10k

Most income1.62%IVOV · $162 on $10k

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

Held in common14.6%IVOV and IWR

IVOV

IWR

Vanguard S&P Mid-Cap 400 Value ETF · $1.2BiShares Russell Mid-Cap ETF · $58.2B

+18.5%3 years · per year$16,637 · $17,698+21.0%

+8.1%5 years · per year$14,794 · $14,220+7.3%

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

1.62%12-mo yield$162 · $115 on $10k1.15%

−10.6%Worst dropSmaller wins−8.2%

13.8%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVOV · IWR

0.9%ENTG0.2%

1.2%USFD0.2%

1.2%RS0.2%

1.1%PR0.2%

Held in common14.6%

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	AIVOV	Vanguard S&P Mid-Cap 400 Value ETFRead Desk		0.10%	1.62%	−0.6%	+12.5%	+16.4%	+18.5%	+8.1%	−10.6%	$1.2B
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	AIVOV	Vanguard S&P Mid-Cap 400 Value ETFRead Desk		0.10%	1.62%	−0.6%	+12.5%	+16.4%	+18.5%	+8.1%	−10.6%	$1.2B
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

IVOV vs IWR

IVOV

Vanguard S&P Mid-Cap 400 Value

$14,794

IWR

iShares Russell Mid-Cap

$14,220

MeasureIVOVIWR

Fee0.10%0.18%

Cost on $10k a year$10$18

Yield1.62%1.15%

5 years, per year+8.1%+7.3%

3 years, per year+18.5%+21.0%

Worst drop · 1Y−10.6%−8.2%

Volatility · 1Y13.8%13.4%

3–3measures won
level

14.6%

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: IVOV, IWR

Today

14.6%most shared, IVOV and IWR

IVOVIWR

IVOV—14.6%

IWR14.6%—

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

Income After Fees on $10,000

$152most kept, IVOV

IVOV$162 − $10 = $152

IWR$115 − $18 = $97

KeptFee

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