IWR vs VOO

AIWR

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IWR $14,220

Lowest cost0.03%VOO · $3 on $10k

Most income1.15%IWR · $115 on $10k

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

Held in common12.6%IWR and VOO

IWR

VOO

iShares Russell Mid-Cap ETF · $58.2BVanguard S&P 500 ETF · $1.00T

+21.0%3 years · per year$17,698 · $19,094+24.1%

+7.3%5 years · per year$14,220 · $17,749+12.2%

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

1.15%12-mo yield$115 · $107 on $10k1.07%

−8.2%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins12.7%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWR · VOO

1.0%MPC0.2%

0.8%PSX0.2%

0.6%DDOG0.1%

0.5%HOOD0.1%

Held in common12.6%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	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

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	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

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 VOO

IWR

iShares Russell Mid-Cap

$14,220

VOO

Vanguard S&P 500

$17,749

MeasureIWRVOO

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.15%1.07%

5 years, per year+7.3%+12.2%

3 years, per year+21.0%+24.1%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y13.4%12.7%

4–2measures won
VOO first

12.6%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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

Overlap: IWR, VOO

Today

12.6%most shared, IWR and VOO

IWRVOO

IWR—12.6%

VOO12.6%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

IWR$115 − $18 = $97

KeptFee

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