IWS vs VOE

AIWS

BVOE

Measures won1–5VOE wins · of 6 · 5Y

$10,000 · 5Y$15,868VOE · IWS $15,352

Lowest cost0.05%VOE · $5 on $10k

Most income1.88%VOE · $188 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common40.8%IWS and VOE

IWS

VOE

iShares Russell Mid-Cap Value ETF · $14.8BVanguard Morningstar Mid-Cap Value ETF · $22.8B

+20.9%3 years · per year$17,688 · $17,411+20.3%

+9.0%5 years · per year$15,352 · $15,869+9.7%

0.23%Expense ratio$23 · $5 on $10k · lower wins0.05%

1.31%12-mo yield$131 · $188 on $10k1.88%

−7.5%Worst dropSmaller wins−6.9%

13.3%VolatilityLower wins11.4%

1–5VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · VOE

0.9%PSX1.7%

0.7%ALL1.0%

0.6%DLR1.1%

0.9%MRNA0.6%

Held in common40.8%

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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.88%	−0.7%	+18.4%	+22.7%	+20.3%	+9.7%	−6.9%	$22.8B
2	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−0.1%	+20.6%	+23.9%	+20.9%	+9.0%	−7.5%	$14.8B

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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.88%	−0.7%	+18.4%	+22.7%	+20.3%	+9.7%	−6.9%	$22.8B
2	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−0.1%	+20.6%	+23.9%	+20.9%	+9.0%	−7.5%	$14.8B

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

IWS vs VOE

IWS

iShares Russell Mid-Cap Value

$15,352

VOE

Vanguard Morningstar Mid-Cap Value

$15,869

MeasureIWSVOE

Fee0.23%0.05%

Cost on $10k a year$23$5

Yield1.31%1.88%

5 years, per year+9.0%+9.7%

3 years, per year+20.9%+20.3%

Worst drop · 1Y−7.5%−6.9%

Volatility · 1Y13.3%11.4%

5–1measures won
VOE first

40.8%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IWS, VOE

Today

40.8%most shared, IWS and VOE

IWSVOE

IWS—40.8%

VOE40.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VOE

VOE$188 − $5 = $183

IWS$131 − $23 = $108

KeptFee

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