Compare · 2 funds side by side · dividends reinvested

IMCB and VIG

IMCBiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

IMCB and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.4

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.22%+19.6%+20.3%+22.1%+8.4%−8.1%12.8%$1.7B1.5

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

IMCB

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 18.9% in common

IMCBMeasureVIG

+19.6%Year to dateJan 1 → Nov 3+14.0%

+20.3%1 yearTotal return+15.9%

+22.1%3 years · per year$10,000 became $18,206 · $17,369+20.2%

+8.4%5 years · per year$10,000 became $14,949 · $16,495+10.5%

0.04%Expense ratio$4 · $4 a year on $10k · lower is better0.04%

1.22%Trailing 12-mo yield$122 · $147 a year on $10k1.47%

−8.1%Worst dropSmaller is better−7.9%

12.8%VolatilityLower is calmer10.0%

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

3–4VIG 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 VIG: Top 5 Holdings

Today

IMCB

4.1%in top 5

VIG

in top 522.1%

IMCBStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.9%MPCnot top 5

0.8%DELLnot top 5

0.8%ADPnot top 5

0.8%VLOnot top 5

0.8%PSXnot top 5

Held in common18.9%

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

IMCB vs VIG Returns, Every Period

iSharesIMCB

+8.4%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

IMCBVIGFaded: behind in that period

3–1IMCB wins

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

Stocks vs Income: IMCB vs VIG

YTD

iSharesIMCB

+19.6%

VIGVanguard

+14.0%

+19.6%Year to date+14.0%

−8.1%Worst drop · 1Y−7.9%

12.8%Volatility · 1Y10.0%

1.2%Yield1.5%

$1.7BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: IMCB, VIG

Today

0.04%lowest, IMCB

FundExpense ratioFee$10k

IMCB0.04%$4

VIG0.04%$4

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

Yields: IMCB, VIG

1.47%highest, VIG

FundTrailing yieldYield$10k

VIG1.47%$147

IMCB1.22%$122

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

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

IMCB$122 − $4 = $118

KeptFee

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

Overlap: IMCB, VIG

Today

18.9%most shared, IMCB and VIG

IMCBVIG

IMCB—18.9%

VIG18.9%—

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

VIGWorst drop−7.9%10.0% vol

IMCBWorst drop−8.1%12.8% vol

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

Paid More vs Made More

YTD

VIGIMCB

+14.0%Year to date+19.6%

1.5%Yield1.2%

+15.9%Past year+20.3%

0.04%Fee0.04%

2–1IMCB 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$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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