VO vs IWM

AVO

BIWM

Measures won5–1VO wins · of 6 · 5Y

$10,000 · 5Y$14,290VO · IWM $13,509

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

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

Held in common0.0%VO and IWM

IWM

Vanguard Morningstar Mid-Cap ETF · $103BiShares Russell 2000 ETF · $77.4B

+20.7%3 years · per year$17,578 · $18,002+21.6%

+7.4%5 years · per year$14,290 · $13,509+6.2%

0.03%Expense ratio$3 · $19 on $10k · lower wins0.19%

1.34%12-mo yield$134 · $96 on $10k0.96%

−8.2%Worst dropSmaller wins−11.1%

12.4%VolatilityLower wins18.2%

5–1VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVO · IWM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VO vs IWM

Vanguard Morningstar Mid-Cap

$14,290

IWM

iShares Russell 2000

$13,509

MeasureVOIWM

Fee0.03%0.19%

Cost on $10k a year$3$19

Yield1.34%0.96%

5 years, per year+7.4%+6.2%

3 years, per year+20.7%+21.6%

Worst drop · 1Y−8.2%−11.1%

Volatility · 1Y12.4%18.2%

5–1measures won
VO first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VO, IWM

Today

0.0%most shared, VO and IWM

VOIWM

VO—0.0%

IWM0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee