Compare · 3 funds side by side · dividends reinvested

IMCB, IWR and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

IMCB, IWR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.21%+21.0%+22.1%+22.5%+8.9%−8.1%12.9%$1.8B2.0

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.8B3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: IMCB 2004 · IWR 2001 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap ETF · $1.8B$15,328

IMCB

IWR

iShares Russell Mid-Cap ETF · $58.8B$14,596

$10,000 five years ago, dividends reinvested · they hold 66.2% in common

IMCBMeasureIWR

+21.0%Year to dateJan 1 → Nov 4+16.9%

+22.1%1 yearTotal return+18.2%

+22.5%3 years · per year$10,000 became $18,362 · $17,790+21.2%

+8.9%5 years · per year$10,000 became $15,328 · $14,596+7.9%

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

1.21%Trailing 12-mo yield$121 · $114 a year on $10k1.14%

−8.1%Worst dropSmaller is better−8.2%

12.9%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 4, 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

3.9%in top 5

IWR

in top 53.7%

IMCBStockIWR

0.8%MPC0.9%

0.8%ADPnot top 5

0.8%DELLnot top 5

0.7%PSX0.8%

0.8%VLOnot top 5

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common66.2%

End-of-day Nov 4, 2026 · share of each fund

IMCB vs IWR Returns, Every Period

iSharesIMCB

+8.9%

5 years, per year

IWRiShares

+7.9%

5 years, per year

IMCBIWRFaded: behind in that period

4–0IMCB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IMCB vs VTV

YTD

iSharesIMCB

+21.0%

VTVVanguard

+22.8%

+21.0%Year to date+22.8%

−8.1%Worst drop · 1Y−6.4%

12.9%Volatility · 1Y10.2%

1.2%Yield1.8%

$1.8BAssets$184B

4–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCB, IWR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IMCB0.04%$4

IWR0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IMCB, IWR, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IMCB1.21%$121

IWR1.14%$114

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IMCB$121 − $4 = $117

IWR$114 − $18 = $96

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IMCB, IWR, VTV

Today

66.2%most shared, IMCB and IWR

IMCBIWRVTV

IMCB—66.2%31.9%

IWR66.2%—19.1%

VTV31.9%19.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

IMCBWorst drop−8.1%12.9% vol

IWRWorst drop−8.2%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIMCB

+22.8%Year to date+21.0%

1.8%Yield1.2%

+27.5%Past year+22.1%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026