Compare · 2 funds side by side · dividends reinvested

IMCB and IWR

IMCBiShares×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,949IMCB · best of the two

02 / 04

IMCB and IWR, 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%$1.8B1.0

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B2.0

Rank among the two1st → 2ndFee, 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 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap ETF · $1.8B$14,949

IMCB

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 66.4% in common

IMCBMeasureIWR

+19.6%Year to dateJan 1 → Nov 3+15.6%

+20.3%1 yearTotal return+16.7%

+22.1%3 years · per year$10,000 became $18,206 · $17,698+21.0%

+8.4%5 years · per year$10,000 became $14,949 · $14,220+7.3%

0.04%Expense ratio$4 · $18 a year on $10k · lower is better0.18%

1.22%Trailing 12-mo yield$122 · $115 a year on $10k1.15%

−8.1%Worst dropSmaller is better−8.2%

12.8%VolatilityLower is calmer13.4%

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

8–0IMCB 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 IWR: Top 5 Holdings

Today

IMCB

4.1%in top 5

IWR

in top 53.8%

IMCBStockIWR

0.9%MPC1.0%

0.8%DELLnot top 5

0.8%PSX0.8%

0.8%ADPnot top 5

0.8%VLOnot top 5

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

Held in common66.4%

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

IMCB vs IWR Returns, Every Period

iSharesIMCB

+8.4%

5 years, per year

IWRiShares

+7.3%

5 years, per year

IMCBIWRFaded: behind in that period

4–0IMCB wins

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

IMCB vs IWR

YTD

iSharesIMCB

+19.6%

IWRiShares

+15.6%

+19.6%Year to date+15.6%

−8.1%Worst drop · 1Y−8.2%

12.8%Volatility · 1Y13.4%

1.2%Yield1.2%

$1.8BAssets$58.2B

3–0IMCB wins

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

Cost, Income and Risk

Fees: IMCB, IWR

Today

0.04%lowest, IMCB

FundExpense ratioFee$10k

IMCB0.04%$4

IWR0.18%$18

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

Yields: IMCB, IWR

1.22%highest, IMCB

FundTrailing yieldYield$10k

IMCB1.22%$122

IWR1.15%$115

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

Income After Fees on $10,000

$118most kept, IMCB

IMCB$122 − $4 = $118

IWR$115 − $18 = $97

KeptFee

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

Overlap: IMCB, IWR

Today

66.4%most shared, IMCB and IWR

IMCBIWR

IMCB—66.4%

IWR66.4%—

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

Return vs Bumpiness: 2 ETFs

+20.3%IMCB, at 12.8% volatility

IMCBWorst drop−8.1%12.8% vol

IWRWorst drop−8.2%13.4% vol

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

Paid More vs Made More

YTD

IMCBIWR

+19.6%Year to date+15.6%

1.2%Yield1.2%

+20.3%Past year+16.7%

0.04%Fee0.18%

3–0IMCB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$128B

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%

$42.5BAssets$46.2B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$814B

0–0level

End-of-day Nov 3, 2026