Compare · 2 funds side by side · dividends reinvested

BGIG and IMCV

BGIGBahl & Gaynor×IMCViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,188IMCV · best of the two

02 / 04

BGIG and IMCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.06%1.81%+24.1%+29.4%+23.1%+11.4%−6.9%11.2%$1.3B1.3

Bahl & Gaynor Income Growth ETFIncome · Dividend stocks0.45%1.72%+13.6%+16.3%+18.6%[…]−6.1%9.5%$2.3B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BGIG 2023 · IMCV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Bahl & Gaynor Income Growth ETF · $2.3B[…]

BGIG

IMCV

iShares Morningstar Mid-Cap Value ETF · $1.3B$17,188

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

BGIGMeasureIMCV

+13.6%Year to dateJan 1 → Nov 5+24.1%

+16.3%1 yearTotal return+29.4%

+18.6%3 years · per year$10,000 became $16,667 · $18,669+23.1%

[…]5 years · per year$10,000 became […] · $17,188+11.4%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

1.72%Trailing 12-mo yield$172 · $181 a year on $10k1.81%

−6.1%Worst dropSmaller is better−6.9%

9.5%VolatilityLower is calmer11.2%

BGIGIMCV Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5IMCV wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BGIG vs IMCV: Top 5 Holdings

Today

BGIG

22.7%in top 5

IMCV

in top 57.1%

BGIGStockIMCV

5.3%MSFTnot top 5

4.5%UNHnot top 5

4.5%ABBVnot top 5

4.2%JNJnot top 5

4.1%TSMnot top 5

not top 5ADP1.6%

not top 5VLO1.4%

not top 5PSX1.4%

not top 5MMM1.4%

not top 5USB1.3%

Held in common11.0%

End-of-day Nov 5, 2026 · share of each fund

BGIG vs IMCV Returns, Every Period

Bahl & GaynorBGIG

+16.3%

past year

IMCViShares

+29.4%

past year

BGIGIMCVFaded: behind in that period

0–3IMCV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: BGIG vs IMCV

YTD

Bahl & GaynorBGIG

+13.6%

IMCViShares

+24.1%

+13.6%Year to date+24.1%

−6.1%Worst drop · 1Y−6.9%

9.5%Volatility · 1Y11.2%

1.7%Yield1.8%

$2.3BAssets$1.3B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BGIG, IMCV

Today

0.06%lowest, IMCV

FundExpense ratioFee$10k

IMCV0.06%$6

BGIG0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BGIG, IMCV

1.81%highest, IMCV

FundTrailing yieldYield$10k

IMCV1.81%$181

BGIG1.72%$172

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, IMCV

IMCV$181 − $6 = $175

BGIG$172 − $45 = $127

KeptFee

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

Overlap: BGIG, IMCV

Today

11.0%most shared, BGIG and IMCV

BGIGIMCV

BGIG—11.0%

IMCV11.0%—

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

Return vs Bumpiness: 2 ETFs

+29.4%IMCV, at 11.2% volatility

BGIGWorst drop−6.1%9.5% vol

IMCVWorst drop−6.9%11.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IMCVBGIG

+24.1%Year to date+13.6%

1.8%Yield1.7%

+29.4%Past year+16.3%

0.06%Fee0.45%

4–0IMCV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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