IWN vs VO

AIWN

BVO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,927IWN · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.54%IWN · $154 on $10k

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

Held in common0.0%IWN and VO

IWN

iShares Russell 2000 Value ETF · $13.9BVanguard Morningstar Mid-Cap ETF · $103B

+20.1%3 years · per year$17,306 · $16,701+18.6%

+6.8%5 years · per year$13,927 · $13,590+6.3%

0.24%Expense ratio$24 · $3 on $10k · lower wins0.03%

1.54%12-mo yield$154 · $139 on $10k1.39%

−8.5%Worst dropSmaller wins−8.2%

15.9%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWN · 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	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B
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	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B
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

IWN vs VO

IWN

iShares Russell 2000 Value

$13,927

Vanguard Morningstar Mid-Cap

$13,590

MeasureIWNVO

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield1.54%1.39%

5 years, per year+6.8%+6.3%

3 years, per year+20.1%+18.6%

Worst drop · 1Y−8.5%−8.2%

Volatility · 1Y15.9%12.9%

3–3measures won
level

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: IWN, VO

Today

0.0%most shared, IWN and VO

IWNVO

IWN—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

$136most kept, VO

VO$139 − $3 = $136

IWN$154 − $24 = $130

KeptFee

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