IVOV vs IWR

AIVOV

BIWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,842VTV · IVOV $14,794

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · 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 yearsAll three, one 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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	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
3	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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	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
3	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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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

Overlap: IVOV, IWR, VTV

Today

19.3%most shared, IWR and VTV

IVOVIWRVTV

IVOV—14.6%0.0%

IWR14.6%—19.3%

VTV0.0%19.3%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IVOV$162 − $10 = $152

IWR$115 − $18 = $97

KeptFee

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