Compare · 3 funds side by side · dividends reinvested

IMCB, VO and VOO

IMCBiShares×VOVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

IMCB, VO and VOO, 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%$1.7B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.1

Rank among the three1st → 3rdFee, 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 · VO 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IMCB

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

$10,000 five years ago, dividends reinvested · they hold 68.4% in common

IMCBMeasureVO

+19.6%Year to dateJan 1 → Nov 3+13.8%

+20.3%1 yearTotal return+13.9%

+22.1%3 years · per year$10,000 became $18,206 · $17,496+20.5%

+8.4%5 years · per year$10,000 became $14,949 · $13,977+6.9%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.22%Trailing 12-mo yield$122 · $135 a year on $10k1.35%

−8.1%Worst dropSmaller is better−8.2%

12.8%VolatilityLower is calmer12.4%

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

5–3IMCB 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 VO: Top 5 Holdings

Today

IMCB

4.1%in top 5

in top 55.3%

IMCBStockVO

not top 5NET1.1%

0.8%VLO1.1%

0.9%MPC1.1%

0.8%PSX1.0%

not top 5PWR1.0%

0.8%DELLnot top 5

0.8%ADPnot top 5

Held in common68.4%

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

IMCB vs VO Returns, Every Period

iSharesIMCB

+8.4%

5 years, per year

VOVanguard

+6.9%

5 years, per year

IMCBVOFaded: behind in that period

4–0IMCB wins

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

IMCB vs VO

YTD

iSharesIMCB

+19.6%

VOVanguard

+13.8%

+19.6%Year to date+13.8%

−8.1%Worst drop · 1Y−8.2%

12.8%Volatility · 1Y12.4%

1.2%Yield1.3%

$1.7BAssets$103B

2–2level

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

Cost, Income and Risk

Fees: IMCB, VO, VOO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VOO0.03%$3

IMCB0.04%$4

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

Yields: IMCB, VO, VOO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IMCB1.22%$122

VOO1.07%$107

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IMCB$122 − $4 = $118

VOO$107 − $3 = $104

KeptFee

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

Overlap: IMCB, VO, VOO

Today

68.4%most shared, IMCB and VO

IMCBVOVOO

IMCB—68.4%18.5%

VO68.4%—15.4%

VOO18.5%15.4%—

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

Return vs Bumpiness: 3 ETFs

+20.3%IMCB, at 12.8% volatility

VOWorst drop−8.2%12.4% vol

VOOWorst drop−8.9%12.7% 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

VOIMCB

+13.8%Year to date+19.6%

1.3%Yield1.2%

+13.9%Past year+20.3%

0.03%Fee0.04%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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