IVOV vs VOE5YIVOVIVOVAvsBVOEVOEVanguard S&P Mid-Cap 400 Value ETF · $1.2BVanguard Morningstar Mid-Cap Value ETF · $22.8BReturns · dividends in+16.1%3 years · per year$15,656 · $17,307+20.1%+7.6%5 years · per year$14,405 · $15,995+9.8%Cost and income0.10%Expense ratio$10 · $5 on $10k · lower wins0.05%1.62%12-mo yield$162 · $184 on $10k1.84%Risk · 1 yearEnd-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVOEVanguard Morningstar Mid-Cap Value ETFReadDesk0.05%1.84%−0.8%+20.9%+22.9%+20.1%+9.8%−6.9%$22.8B2AIVOVVanguard S&P Mid-Cap 400 Value ETFReadDesk0.10%1.62%−1.1%+12.2%+15.0%+16.1%+7.6%−10.6%$1.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVOEVanguard Morningstar Mid-Cap Value ETFReadDesk0.05%1.84%−0.8%+20.9%+22.9%+20.1%+9.8%−6.9%$22.8B2AIVOVVanguard S&P Mid-Cap 400 Value ETFReadDesk0.10%1.62%−1.1%+12.2%+15.0%+16.1%+7.6%−10.6%$1.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: IVOV, VOEToday0.0%most shared, IVOV and VOEIVOVVOEIVOV—0.0%VOE0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IVOV vs VOE5YAIVOVVanguard S&P Mid-Cap 400 Value$14,405vsVOEBVanguard Morningstar Mid-Cap Value$15,995$10k$13k$15kNov 2021Nov 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: IVOV, VOEToday0.0%most shared, IVOV and VOEIVOVVOEIVOV—0.0%VOE0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VOEVOE$184 − $5 = $179IVOV$162 − $10 = $152KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee