IWR vs VO

AIWR

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$14,220IWR · VO $13,977

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common54.9%IWR and VO

IWR

iShares Russell Mid-Cap ETF · $58.2BVanguard Morningstar Mid-Cap ETF · $103B

+21.0%3 years · per year$17,698 · $17,496+20.5%

+7.3%5 years · per year$14,220 · $13,977+6.9%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

1.15%12-mo yield$115 · $135 on $10k1.35%

−8.2%Worst dropSmaller wins−8.2%

13.4%VolatilityLower wins12.4%

2–3VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWR · VO

1.0%MPC1.1%

0.8%PSX1.0%

0.7%NET1.1%

0.6%DDOG0.9%

Held in common54.9%

End-of-day Nov 3, 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	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWR vs VO

IWR

iShares Russell Mid-Cap

$14,220

Vanguard Morningstar Mid-Cap

$13,977

MeasureIWRVO

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.15%1.35%

5 years, per year+7.3%+6.9%

3 years, per year+21.0%+20.5%

Worst drop · 1Y−8.2%−8.2%

Volatility · 1Y13.4%12.4%

3–2measures won
VO first

54.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IWR, VO

Today

54.9%most shared, IWR and VO

IWRVO

IWR—54.9%

VO54.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWR$115 − $18 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee