MIDE vs IWR

AMIDE

BIWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,441IWF · MIDE $14,154

Lowest cost0.15%MIDE · $15 on $10k

Most income1.31%MIDE · $131 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common13.6%MIDE and IWR

MIDE

IWR

Xtrackers S&P MidCap 400 Scored & Screened ETF · $4MiShares Russell Mid-Cap ETF · $56.8B

+17.1%3 years · per year$16,070 · $16,955+19.2%

+7.2%5 years · per year$14,154 · $13,924+6.8%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.31%12-mo yield$131 · $118 on $10k1.18%

−9.3%Worst dropSmaller wins−8.2%

15.3%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMIDE · IWR

1.1%FTI0.2%

1.1%USFD0.2%

1.1%UTHR0.2%

1.0%RGLD0.2%

Held in common13.6%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AMIDE	Xtrackers S&P MidCap 400 Scored & Screened ETFRead Desk	0.15%	1.31%	+0.2%	+11.6%	+15.4%	+17.1%	+7.2%	−9.3%	$4M
3	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AMIDE	Xtrackers S&P MidCap 400 Scored & Screened ETFRead Desk	0.15%	1.31%	+0.2%	+11.6%	+15.4%	+17.1%	+7.2%	−9.3%	$4M
3	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B

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

MIDE vs IWR

MIDE

Xtrackers S&P MidCap 400 Scored & Screened

$14,154

IWR

iShares Russell Mid-Cap

$13,924

MeasureMIDEIWR

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.31%1.18%

5 years, per year+7.2%+6.8%

3 years, per year+17.1%+19.2%

Worst drop · 1Y−9.3%−8.2%

Volatility · 1Y15.3%13.8%

3–3measures won
level

13.6%

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: MIDE, IWR, IWF

Today

13.6%most shared, MIDE and IWR

MIDEIWRIWF

MIDE—13.6%0.7%

IWR13.6%—10.2%

IWF0.7%10.2%—

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

Income After Fees on $10,000

$116most kept, MIDE

MIDE$131 − $15 = $116

IWR$118 − $18 = $100

IWF$39 − $18 = $21

KeptFee

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