IWS vs VTI

AIWS

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375VTI · IWS $15,352

Lowest cost0.03%VTI · $3 on $10k

Most income1.31%IWS · $131 on $10k

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

Held in common14.4%IWS and VTI

IWS

VTI

iShares Russell Mid-Cap Value ETF · $14.8BVanguard Morningstar Total Stock Market ETF · $689B

+20.9%3 years · per year$17,688 · $18,004+21.7%

+9.0%5 years · per year$15,352 · $16,375+10.4%

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

1.31%12-mo yield$131 · $109 on $10k1.09%

−7.5%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · VTI

0.5%MPC0.2%

0.9%PSX0.1%

0.6%HPE0.1%

0.1%HOOD0.1%

Held in common14.4%

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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 VTI

IWS

iShares Russell Mid-Cap Value

$15,352

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureIWSVTI

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.31%1.09%

5 years, per year+9.0%+10.4%

3 years, per year+20.9%+21.7%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y13.3%13.7%

3–3measures won
level

14.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

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

Overlap: IWS, VTI

Today

14.4%most shared, IWS and VTI

IWSVTI

IWS—14.4%

VTI14.4%—

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

Income After Fees on $10,000

$108most kept, IWS

IWS$131 − $23 = $108

VTI$109 − $3 = $106

KeptFee

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