IWS vs VOO

AIWS

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · IWS $15,956

Lowest cost0.03%VOO · $3 on $10k

Most income1.27%IWS · $127 on $10k

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

Held in common10.9%IWS and VOO

IWS

VOO

iShares Russell Mid-Cap Value ETF · $14.9BVanguard S&P 500 ETF · $1.00T

+22.7%3 years · per year$18,488 · $19,172+24.2%

+9.8%5 years · per year$15,956 · $18,115+12.6%

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

1.27%12-mo yield$127 · $105 on $10k1.05%

−7.5%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · VOO

0.6%MPC0.2%

1.0%PSX0.2%

0.7%HPE0.1%

0.1%HOOD0.1%

Held in common10.9%

End-of-day Nov 4, 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%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.27%	+1.7%	+24.2%	+27.4%	+22.7%	+9.8%	−7.5%	$14.9B

End-of-day Nov 4, 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%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.27%	+1.7%	+24.2%	+27.4%	+22.7%	+9.8%	−7.5%	$14.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWS vs VOO

IWS

iShares Russell Mid-Cap Value

$15,956

VOO

Vanguard S&P 500

$18,115

MeasureIWSVOO

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.27%1.05%

5 years, per year+9.8%+12.6%

3 years, per year+22.7%+24.2%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y13.1%12.8%

4–2measures won
VOO first

10.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IWS, VOO

Today

10.9%most shared, IWS and VOO

IWSVOO

IWS—10.9%

VOO10.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, IWS

IWS$127 − $23 = $104

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee