IVOV vs VO

AIVOV

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$14,635IVOV · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.65%IVOV · $165 on $10k

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

Held in common0.0%IVOV and VO

IVOV

Vanguard S&P Mid-Cap 400 Value ETF · $1.2BVanguard Morningstar Mid-Cap ETF · $103B

+16.7%3 years · per year$15,902 · $16,701+18.6%

+7.9%5 years · per year$14,635 · $13,590+6.3%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

1.65%12-mo yield$165 · $139 on $10k1.39%

−10.6%Worst dropSmaller wins−8.2%

14.2%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVOV · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AIVOV	Vanguard S&P Mid-Cap 400 Value ETFRead Desk		0.10%	1.65%	−0.2%	+10.2%	+14.0%	+16.7%	+7.9%	−10.6%	$1.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 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%	1.65%	−0.2%	+10.2%	+14.0%	+16.7%	+7.9%	−10.6%	$1.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

IVOV vs VO

IVOV

Vanguard S&P Mid-Cap 400 Value

$14,635

Vanguard Morningstar Mid-Cap

$13,590

MeasureIVOVVO

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield1.65%1.39%

5 years, per year+7.9%+6.3%

3 years, per year+16.7%+18.6%

Worst drop · 1Y−10.6%−8.2%

Volatility · 1Y14.2%12.9%

4–2measures won
VO first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IVOV, VO

Today

0.0%most shared, IVOV and VO

IVOVVO

IVOV—0.0%

VO0.0%—

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

Income After Fees on $10,000

$155most kept, IVOV

IVOV$165 − $10 = $155

VO$139 − $3 = $136

KeptFee

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