MMID vs IWR

AMMID

BIWR

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · IWR $14,217

Lowest cost0.18%IWR · $18 on $10k

Most income1.15%IWR · $115 on $10k

Smallest drop−7.9%MMID · worst fall in 1Y

Held in common14.9%MMID and IWR

MMID

IWR

MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETF · $37MiShares Russell Mid-Cap ETF · $58.7B

[…]3 years · per year[…] · $17,081+19.5%

[…]5 years · per year[…] · $14,217+7.3%

0.59%Expense ratio$59 · $18 on $10k · lower wins0.18%

0.91%12-mo yield$91 · $115 on $10k1.15%

−7.9%Worst dropSmaller wins−8.2%

13.5%VolatilityLower wins14.1%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMMID · IWR

1.0%SNOW0.7%

1.3%KMB0.5%

1.6%GWW0.5%

0.7%COR0.5%

Held in common14.9%

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	+3.0%	+16.3%	+19.2%	+19.5%	+7.3%	−8.2%	$58.7B
3	AMMID	MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETFRead Desk	0.59%	0.91%	+1.8%	+11.3%	+14.6%	new	new	−7.9%	$37M

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	+3.0%	+16.3%	+19.2%	+19.5%	+7.3%	−8.2%	$58.7B
3	AMMID	MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETFRead Desk	0.59%	0.91%	+1.8%	+11.3%	+14.6%	new	new	−7.9%	$37M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MMID vs IWR

MMID

MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap

[…]

IWR

iShares Russell Mid-Cap

$14,217

MeasureMMIDIWR

Fee0.59%0.18%

Cost on $10k a year$59$18

Yield0.91%1.15%

5 years, per year[…]+7.3%

3 years, per year[…]+19.5%

Worst drop · 1Y−7.9%−8.2%

Volatility · 1Y13.5%14.1%

2–2measures won
level

14.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MMID, IWR, IWF

Today

14.9%most shared, MMID and IWR

MMIDIWRIWF

MMID—14.9%1.3%

IWR14.9%—10.1%

IWF1.3%10.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

MMID$91 − $59 = $32

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee