IWR vs VUG

AIWR

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWR $13,915

Lowest cost0.03%VUG · $3 on $10k

Most income1.18%IWR · $118 on $10k

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

Held in common7.0%IWR and VUG

IWR

VUG

iShares Russell Mid-Cap ETF · $58.8BVanguard Morningstar Growth ETF · $233B

+19.4%3 years · per year$17,017 · $18,532+22.8%

+6.8%5 years · per year$13,915 · $16,052+9.9%

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

1.18%12-mo yield$118 · $43 on $10k0.43%

−8.2%Worst dropSmaller wins−15.1%

13.8%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWR · VUG

0.6%NET0.3%

0.7%SNOW0.3%

0.4%DDOG0.3%

0.5%HOOD0.3%

Held in common7.0%

End-of-day Nov 5, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$58.8B

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$58.8B

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

Cards for this view

IWR vs VUG

IWR

iShares Russell Mid-Cap

$13,916

VUG

Vanguard Morningstar Growth

$16,052

MeasureIWRVUG

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.18%0.43%

5 years, per year+6.8%+9.9%

3 years, per year+19.4%+22.8%

Worst drop · 1Y−8.2%−15.1%

Volatility · 1Y13.8%19.0%

3–3measures won
level

7.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWR, VUG

Today

7.0%most shared, IWR and VUG

IWRVUG

IWR—7.0%

VUG7.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee