Compare · 3 funds side by side · dividends reinvested

IMCB, IJH and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,902VUG · best of the three

02 / 04

IMCB, IJH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.22%+19.6%+20.3%+22.1%+8.4%−8.1%12.8%$1.7B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.7%+2.5%+25.3%+11.1%−16.1%18.2%$233B2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IMCB 2004 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap ETF · $1.7B$14,949

IMCB

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

IMCBMeasureIJH

+19.6%Year to dateJan 1 → Nov 3+13.2%

+20.3%1 yearTotal return+15.7%

+22.1%3 years · per year$10,000 became $18,206 · $16,625+18.5%

+8.4%5 years · per year$10,000 became $14,949 · $14,303+7.4%

0.04%Expense ratio$4 · $5 a year on $10k · lower is better0.05%

1.22%Trailing 12-mo yield$122 · $122 a year on $10k1.22%

−8.1%Worst dropSmaller is better−8.8%

12.8%VolatilityLower is calmer15.0%

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

7–0IMCB wins

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

More Ways to See the Pairs

IMCB vs IJH: Top 5 Holdings

Today

IMCB

4.1%in top 5

IJH

in top 53.9%

IMCBStockIJH

not top 5OKTA1.0%

0.9%MPCnot top 5

0.8%DELLnot top 5

0.8%ADPnot top 5

0.8%VLOnot top 5

not top 5FTI0.8%

0.8%PSXnot top 5

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common5.0%

End-of-day Nov 3, 2026 · share of each fund

IMCB vs IJH Returns, Every Period

iSharesIMCB

+8.4%

5 years, per year

IJHiShares

+7.4%

5 years, per year

IMCBIJHFaded: behind in that period

4–0IMCB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IMCB vs IJH

YTD

iSharesIMCB

+19.6%

IJHiShares

+13.2%

+19.6%Year to date+13.2%

−8.1%Worst drop · 1Y−8.8%

12.8%Volatility · 1Y15.0%

1.2%Yield1.2%

$1.7BAssets$125B

3–0IMCB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCB, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IMCB0.04%$4

IJH0.05%$5

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IMCB, IJH, VUG

1.22%highest, IMCB

FundTrailing yieldYield$10k

IMCB1.22%$122

IJH1.22%$122

VUG0.41%$41

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IMCB

IMCB$122 − $4 = $118

IJH$122 − $5 = $117

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IMCB, IJH, VUG

Today

10.4%most shared, IMCB and VUG

IMCBIJHVUG

IMCB—5.0%10.4%

IJH5.0%—0.0%

VUG10.4%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.3%IMCB, at 12.8% volatility

IMCBWorst drop−8.1%12.8% vol

IJHWorst drop−8.8%15.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IMCBIJH

+19.6%Year to date+13.2%

1.2%Yield1.2%

+20.3%Past year+15.7%

0.04%Fee0.05%

3–0IMCB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026