IWS vs VO

AIWS

BVO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,312IWS · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−7.5%IWS · worst fall in 1Y

Held in common49.7%IWS and VO

IWS

iShares Russell Mid-Cap Value ETF · $15.2BVanguard Morningstar Mid-Cap ETF · $103B

+21.2%3 years · per year$17,821 · $16,795+18.9%

+8.9%5 years · per year$15,312 · $13,616+6.4%

0.23%Expense ratio$23 · $3 on $10k · lower wins0.03%

1.31%12-mo yield$131 · $139 on $10k1.39%

−7.5%Worst dropSmaller wins−8.2%

13.4%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · VO

0.9%PSX1.0%

0.6%DLR0.6%

0.6%HPE0.8%

0.7%ALL0.6%

Held in common49.7%

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	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−2.8%	+20.8%	+24.9%	+21.2%	+8.9%	−7.5%	$15.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−2.8%	+20.8%	+24.9%	+21.2%	+8.9%	−7.5%	$15.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

IWS vs VO

IWS

iShares Russell Mid-Cap Value

$15,312

Vanguard Morningstar Mid-Cap

$13,616

MeasureIWSVO

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.31%1.39%

5 years, per year+8.9%+6.4%

3 years, per year+21.2%+18.9%

Worst drop · 1Y−7.5%−8.2%

Volatility · 1Y13.4%12.9%

3–3measures won
level

49.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IWS, VO

Today

49.7%most shared, IWS and VO

IWSVO

IWS—49.7%

VO49.7%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWS$131 − $23 = $108

KeptFee

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