Compare · 4 funds side by side · dividends reinvested

IMCB, IWR, VTV and VUG

IMCBiShares×IWRiShares×VTVVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

IMCB, IWR, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.22%+19.6%+22.0%+20.6%+8.2%−8.1%13.6%$1.8B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.0

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+16.3%+19.2%+19.5%+7.3%−8.2%14.1%$58.7B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IMCB 2004 · IWR 2001 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap ETF · $1.8B$14,824

IMCB

IWR

iShares Russell Mid-Cap ETF · $58.7B$14,217

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

IMCBMeasureIWR

+19.6%Year to dateJan 1 → Nov 9+16.3%

+22.0%1 yearTotal return+19.2%

+20.6%3 years · per year$10,000 became $17,521 · $17,081+19.5%

+8.2%5 years · per year$10,000 became $14,824 · $14,217+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%

13.6%VolatilityLower is calmer14.1%

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

8–0IMCB wins

End-of-day Nov 9, 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

3.7%in top 5

IWR

in top 53.6%

IMCBStockIWR

0.8%ADPnot top 5

0.7%MPC0.8%

0.7%PSX0.7%

0.7%BNYnot top 5

0.7%VLOnot top 5

not top 5MRNA0.7%

not top 5SNOW0.7%

not top 5NET0.6%

Held in common66.2%

End-of-day Nov 9, 2026 · share of each fund

IMCB vs IWR Returns, Every Period

iSharesIMCB

+8.2%

5 years, per year

IWRiShares

+7.3%

5 years, per year

IMCBIWRFaded: behind in that period

4–0IMCB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IMCB vs VTV

YTD

iSharesIMCB

+19.6%

VTVVanguard

+20.9%

+19.6%Year to date+20.9%

−8.1%Worst drop · 1Y−6.4%

13.6%Volatility · 1Y10.8%

1.2%Yield1.8%

$1.8BAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCB, IWR, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

IMCB0.04%$4

IWR0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IMCB, IWR, VTV, VUG

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IMCB1.22%$122

IWR1.15%$115

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IMCB$122 − $4 = $118

IWR$115 − $18 = $97

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IMCB, IWR, VTV, VUG

Today

66.2%most shared, IMCB and IWR

IMCBIWRVTVVUG

IMCB—66.2%31.9%10.4%

IWR66.2%—19.1%7.0%

VTV31.9%19.1%—1.9%

VUG10.4%7.0%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IMCBWorst drop−8.1%13.6% vol

IWRWorst drop−8.2%14.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIMCB

+20.9%Year to date+19.6%

1.8%Yield1.2%

+25.4%Past year+22.0%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026