Compare · 4 funds side by side · dividends reinvested

IMCB, VO, VOO and IWF

IMCBiShares×VOVanguard×VOOVanguard×IWFiShares×

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

02 / 04

IMCB, VO, VOO and IWF, 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%$1.7B2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B2.1

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.5%−2.9%+22.7%+10.5%−15.6%18.3%$120B3.5

Rank among the four1st → 4thFee, 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 · IWF 2000

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, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VOO0.03%$3

IMCB0.04%$4

IWF0.18%$18

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

Yields: IMCB, VO, VOO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IMCB1.22%$122

VOO1.07%$107

IWF0.37%$37

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

IWF$37 − $18 = $19

KeptFee

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

Overlap: IMCB, VO, VOO, IWF

Today

68.4%most shared, IMCB and VO

IMCBVOVOOIWF

IMCB—68.4%18.5%11.0%

VO68.4%—15.4%9.3%

VOO18.5%15.4%—59.1%

IWF11.0%9.3%59.1%—

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

Return vs Bumpiness: 4 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

IWFWorst drop−15.6%18.3% 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 Four

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

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