VO vs IWR

AVO

BIWR

Measures won3–2VO wins · of 6 · 5Y

$10,000 · 5Y$13,915IWR · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common54.4%VO and IWR

IWR

Vanguard Morningstar Mid-Cap ETF · $103BiShares Russell Mid-Cap ETF · $58.8B

+18.9%3 years · per year$16,795 · $17,017+19.4%

+6.4%5 years · per year$13,616 · $13,915+6.8%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.39%12-mo yield$139 · $118 on $10k1.18%

−8.2%Worst dropSmaller wins−8.2%

12.9%VolatilityLower wins13.8%

3–2VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVO · IWR

1.1%MPC0.8%

1.0%PSX0.8%

1.1%NET0.6%

0.7%RCL0.6%

Held in common54.4%

End-of-day Nov 5, 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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$58.8B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$58.8B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

Cards for this view

VO vs IWR

Vanguard Morningstar Mid-Cap

$13,616

IWR

iShares Russell Mid-Cap

$13,916

MeasureVOIWR

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.39%1.18%

5 years, per year+6.4%+6.8%

3 years, per year+18.9%+19.4%

Worst drop · 1Y−8.2%−8.2%

Volatility · 1Y12.9%13.8%

3–2measures won
VO first

54.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VO, IWR

Today

54.4%most shared, VO and IWR

VOIWR

VO—54.4%

IWR54.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWR$118 − $18 = $100

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee