IWR vs VO

AIWR

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · IWR $14,596

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

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

Held in common54.4%IWR and VO

IWR

iShares Russell Mid-Cap ETF · $58.8BVanguard Morningstar Mid-Cap ETF · $103B

+21.2%3 years · per year$17,790 · $17,578+20.7%

+7.9%5 years · per year$14,596 · $14,290+7.4%

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

1.14%12-mo yield$114 · $134 on $10k1.34%

−8.2%Worst dropSmaller wins−8.2%

13.4%VolatilityLower wins12.4%

2–3VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWR · VO

0.9%MPC1.1%

0.8%PSX1.0%

0.6%NET1.1%

0.6%RCL0.7%

Held in common54.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 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

$14,596

Vanguard Morningstar Mid-Cap

$14,290

MeasureIWRVO

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.14%1.34%

5 years, per year+7.9%+7.4%

3 years, per year+21.2%+20.7%

Worst drop · 1Y−8.2%−8.2%

Volatility · 1Y13.4%12.4%

3–2measures won
VO first

54.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IWR, VO, IWF

Today

54.4%most shared, IWR and VO

IWRVOIWF

IWR—54.4%10.3%

VO54.4%—9.3%

IWF10.3%9.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IWR$114 − $18 = $96

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee