IWS vs VUG

AIWS

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWS $15,352

Lowest cost0.03%VUG · $3 on $10k

Most income1.31%IWS · $131 on $10k

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

Held in common2.8%IWS and VUG

IWS

VUG

iShares Russell Mid-Cap Value ETF · $15.2BVanguard Morningstar Growth ETF · $233B

+20.9%3 years · per year$17,688 · $18,415+22.6%

+9.0%5 years · per year$15,352 · $16,124+10.0%

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

1.31%12-mo yield$131 · $42 on $10k0.42%

−7.5%Worst dropSmaller wins−15.1%

13.3%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · VUG

0.2%COHR0.2%

0.5%VEEV0.1%

0.3%COIN0.1%

0.4%XYZ0.1%

Held in common2.8%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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%	$15.2B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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%	$15.2B

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 VUG

IWS

iShares Russell Mid-Cap Value

$15,352

VUG

Vanguard Morningstar Growth

$16,124

MeasureIWSVUG

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.31%0.42%

5 years, per year+9.0%+10.0%

3 years, per year+20.9%+22.6%

Worst drop · 1Y−7.5%−15.1%

Volatility · 1Y13.3%19.0%

3–3measures won
level

2.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWS, VUG

Today

2.8%most shared, IWS and VUG

IWSVUG

IWS—2.8%

VUG2.8%—

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

VUG$42 − $3 = $39

KeptFee

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