VOT vs IWR

AVOT

BIWR

Measures won1–5IWR wins · of 6 · 5Y

$10,000 · 5Y$13,915IWR · VOT $11,180

Lowest cost0.05%VOT · $5 on $10k

Most income1.18%IWR · $118 on $10k

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

Held in common23.6%VOT and IWR

VOT

IWR

Vanguard Morningstar Mid-Cap Growth ETF · $19.2BiShares Russell Mid-Cap ETF · $56.8B

+15.4%3 years · per year$15,381 · $17,017+19.4%

+2.3%5 years · per year$11,180 · $13,915+6.8%

0.05%Expense ratio$5 · $18 on $10k · lower wins0.18%

0.64%12-mo yield$64 · $118 on $10k1.18%

−13.4%Worst dropSmaller wins−8.2%

18.6%VolatilityLower wins13.8%

1–5IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOT · IWR

1.3%SNOW0.7%

2.6%NET0.6%

1.6%RCL0.6%

2.1%HOOD0.5%

Held in common23.6%

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%	$56.8B
2	AVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk		0.05%	0.64%	−5.0%	−0.7%	−3.0%	+15.4%	+2.3%	−13.4%	$19.2B

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%	$56.8B
2	AVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk		0.05%	0.64%	−5.0%	−0.7%	−3.0%	+15.4%	+2.3%	−13.4%	$19.2B

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

VOT vs IWR

VOT

Vanguard Morningstar Mid-Cap Growth

$11,180

IWR

iShares Russell Mid-Cap

$13,916

MeasureVOTIWR

Fee0.05%0.18%

Cost on $10k a year$5$18

Yield0.64%1.18%

5 years, per year+2.3%+6.8%

3 years, per year+15.4%+19.4%

Worst drop · 1Y−13.4%−8.2%

Volatility · 1Y18.6%13.8%

5–1measures won
IWR first

23.6%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VOT, IWR

Today

23.6%most shared, VOT and IWR

VOTIWR

VOT—23.6%

IWR23.6%—

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

VOT$64 − $5 = $59

KeptFee

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