IWB vs VO

AIWB

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common15.9%IWB and VO

IWB

iShares Russell 1000 ETF · $46.6BVanguard Morningstar Mid-Cap ETF · $103B

+21.6%3 years · per year$17,966 · $16,701+18.6%

+10.6%5 years · per year$16,575 · $13,590+6.3%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.95%12-mo yield$95 · $139 on $10k1.39%

−8.9%Worst dropSmaller wins−8.2%

13.6%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWB · VO

0.2%NEM0.6%

0.2%MPC1.1%

0.1%VLO1.1%

0.1%PSX1.0%

Held in common15.9%

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	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
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	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
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

IWB vs VO

IWB

iShares Russell 1000

$16,575

Vanguard Morningstar Mid-Cap

$13,590

MeasureIWBVO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.95%1.39%

5 years, per year+10.6%+6.3%

3 years, per year+21.6%+18.6%

Worst drop · 1Y−8.9%−8.2%

Volatility · 1Y13.6%12.9%

4–2measures won
VO first

15.9%

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: IWB, VO

Today

15.9%most shared, IWB and VO

IWBVO

IWB—15.9%

VO15.9%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWB$95 − $15 = $80

KeptFee

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