USVM vs IWR5YUSVMUSVMAvsBIWRIWRVictoryShares US Small Mid Cap Value Momentum ETF · $1.9BiShares Russell Mid-Cap ETF · $58.7BReturns · dividends in+20.4%3 years · per year$17,466 · $16,665+18.6%+9.2%5 years · per year$15,549 · $14,136+7.2%Cost and income0.22%Expense ratio$22 · $18 on $10k · lower wins0.18%1.91%
Overlap: USVM, IWR, IWFToday10.3%most shared, IWR and IWFUSVMIWRIWFUSVM—4.4%0.1%IWR4.4%—10.3%IWF0.1%10.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
USVM vs IWR5YAUSVMVictoryShares US Small Mid Cap Value Momentum$15,549vsIWRBiShares Russell Mid-Cap$14,137$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$117.1B2AUSVMVictoryShares US Small Mid Cap Value Momentum ETFReadDesk0.22%1.91%0.0%+18.6%+21.9%+20.4%+9.2%−8.4%$1.9B3BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%−0.1%+15.8%+17.4%+18.6%+7.2%−8.2%$58.7BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$117.1B2AUSVMVictoryShares US Small Mid Cap Value Momentum ETFReadDesk0.22%1.91%0.0%+18.6%+21.9%+20.4%+9.2%−8.4%$1.9B3BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%−0.1%+15.8%+17.4%+18.6%+7.2%−8.2%$58.7BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: USVM, IWR, IWFToday10.3%most shared, IWR and IWFUSVMIWRIWFUSVM—4.4%0.1%IWR4.4%—10.3%IWF0.1%10.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$169most kept, USVMUSVM$191 − $22 = $169IWR$115 − $18 = $97IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee