IWP vs IWR

AIWP

BIWR

Measures won0–6IWR wins · of 6 · 5Y

$10,000 · 5Y$13,924IWR · IWP $10,591

Lowest cost0.18%IWR · $18 on $10k

Most income1.18%IWR · $118 on $10k

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

Held in common31.5%IWP and IWR

IWP

IWR

iShares Russell Mid-Cap Growth ETF · $17.3BiShares Russell Mid-Cap ETF · $56.9B

+13.0%3 years · per year$14,445 · $16,955+19.2%

+1.2%5 years · per year$10,591 · $13,924+6.8%

0.23%Expense ratio$23 · $18 on $10k · lower wins0.18%

0.43%12-mo yield$43 · $118 on $10k1.18%

−16.7%Worst dropSmaller wins−8.2%

19.7%VolatilityLower wins13.8%

0–6IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWP · IWR

1.8%MPC0.8%

2.9%SNOW0.7%

1.5%RCL0.6%

2.5%NET0.6%

Held in common31.5%

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
2	AIWP	iShares Russell Mid-Cap Growth ETFRead Desk		0.23%	0.43%	+0.9%	−9.2%	−10.7%	+13.0%	+1.2%	−16.7%	$17.3B

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
2	AIWP	iShares Russell Mid-Cap Growth ETFRead Desk		0.23%	0.43%	+0.9%	−9.2%	−10.7%	+13.0%	+1.2%	−16.7%	$17.3B

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

IWP vs IWR

IWP

iShares Russell Mid-Cap Growth

$10,591

IWR

iShares Russell Mid-Cap

$13,924

MeasureIWPIWR

Fee0.23%0.18%

Cost on $10k a year$23$18

Yield0.43%1.18%

5 years, per year+1.2%+6.8%

3 years, per year+13.0%+19.2%

Worst drop · 1Y−16.7%−8.2%

Volatility · 1Y19.7%13.8%

6–0measures won
IWR first

31.5%

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: IWP, IWR

Today

31.5%most shared, IWP and IWR

IWPIWR

IWP—31.5%

IWR31.5%—

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

IWP$43 − $23 = $20

KeptFee

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