Compare · 3 funds side by side · dividends reinvested

IMCB, VIG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

IMCB, VIG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.25%+16.6%+18.8%+20.6%+7.8%−8.1%13.4%$1.8B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IMCB 2004 · VIG 2006 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap ETF · $1.8B$14,591

IMCB

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

IMCBMeasureVIG

+16.6%Year to dateJan 1 → Nov 5+12.5%

+18.8%1 yearTotal return+15.2%

+20.6%3 years · per year$10,000 became $17,548 · $16,814+18.9%

+7.8%5 years · per year$10,000 became $14,591 · $16,331+10.3%

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

1.25%Trailing 12-mo yield$125 · $149 a year on $10k1.49%

−8.1%Worst dropSmaller is better−7.9%

13.4%VolatilityLower is calmer10.8%

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

3–4VIG wins

End-of-day Nov 5, 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

3.7%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%

0.8%ADPnot top 5

0.7%MPCnot top 5

0.7%DELLnot top 5

0.7%VLOnot top 5

0.7%PSXnot top 5

Held in common18.9%

End-of-day Nov 5, 2026 · share of each fund

IMCB vs VIG Returns, Every Period

iSharesIMCB

+7.8%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

IMCBVIGFaded: behind in that period

3–1IMCB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IMCB vs VIG

YTD

iSharesIMCB

+16.6%

VIGVanguard

+12.5%

+16.6%Year to date+12.5%

−8.1%Worst drop · 1Y−7.9%

13.4%Volatility · 1Y10.8%

1.3%Yield1.5%

$1.8BAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCB, VIG, IWF

Today

0.04%lowest, IMCB

FundExpense ratioFee$10k

IMCB0.04%$4

VIG0.04%$4

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IMCB, VIG, IWF

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

IMCB1.25%$125

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IMCB$125 − $4 = $121

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IMCB, VIG, IWF

Today

32.5%most shared, VIG and IWF

IMCBVIGIWF

IMCB—18.9%11.0%

VIG18.9%—32.5%

IWF11.0%32.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.8%IMCB, at 13.4% volatility

VIGWorst drop−7.9%10.8% vol

IMCBWorst drop−8.1%13.4% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGIMCB

+12.5%Year to date+16.6%

1.5%Yield1.3%

+15.2%Past year+18.8%

0.04%Fee0.04%

2–1IMCB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026