IWR vs VOT

AIWR

BVOT

Measures won5–1IWR wins · of 6 · 5Y

$10,000 · 5Y$13,924IWR · VOT $11,186

Lowest cost0.05%VOT · $5 on $10k

Most income1.18%IWR · $118 on $10k

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

Held in common23.3%IWR and VOT

IWR

VOT

iShares Russell Mid-Cap ETF · $56.8BVanguard Morningstar Mid-Cap Growth ETF · $19.2B

+19.2%3 years · per year$16,955 · $15,431+15.6%

+6.8%5 years · per year$13,924 · $11,186+2.3%

0.18%Expense ratio$18 · $5 on $10k · lower wins0.05%

1.18%12-mo yield$118 · $64 on $10k0.64%

−8.2%Worst dropSmaller wins−13.4%

13.8%VolatilityLower wins18.6%

5–1IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWR · VOT

0.7%SNOW1.3%

0.6%RCL1.6%

0.6%NET2.6%

0.5%GWW1.3%

Held in common23.3%

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	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B
2	BVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk		0.05%	0.64%	+0.6%	−0.1%	−2.7%	+15.6%	+2.3%	−13.4%	$19.2B

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	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B
2	BVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk		0.05%	0.64%	+0.6%	−0.1%	−2.7%	+15.6%	+2.3%	−13.4%	$19.2B

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

IWR vs VOT

IWR

iShares Russell Mid-Cap

$13,924

VOT

Vanguard Morningstar Mid-Cap Growth

$11,186

MeasureIWRVOT

Fee0.18%0.05%

Cost on $10k a year$18$5

Yield1.18%0.64%

5 years, per year+6.8%+2.3%

3 years, per year+19.2%+15.6%

Worst drop · 1Y−8.2%−13.4%

Volatility · 1Y13.8%18.6%

5–1measures won
IWR first

23.3%

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: IWR, VOT

Today

23.3%most shared, IWR and VOT

IWRVOT

IWR—23.3%

VOT23.3%—

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

VOT$64 − $5 = $59

KeptFee

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