Compare · 2 funds side by side · dividends reinvested

IMCB and VO

IMCBiShares×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,949IMCB · best of the two

02 / 04

IMCB and VO, 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%$1.7B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.6

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IMCB

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

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

VOMeasureIMCB

+13.8%Year to dateJan 1 → Nov 3+19.6%

+13.9%1 yearTotal return+20.3%

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

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

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.35%Trailing 12-mo yield$135 · $122 a year on $10k1.22%

−8.2%Worst dropSmaller is better−8.1%

12.4%VolatilityLower is calmer12.8%

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

3–5IMCB wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs IMCB: Top 5 Holdings

Today

5.3%in top 5

IMCB

in top 54.1%

VOStockIMCB

1.1%NETnot top 5

1.1%VLO0.8%

1.1%MPC0.9%

1.0%PSX0.8%

1.0%PWRnot top 5

not top 5DELL0.8%

not top 5ADP0.8%

Held in common68.4%

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

VO vs IMCB Returns, Every Period

VanguardVO

+6.9%

5 years, per year

IMCBiShares

+8.4%

5 years, per year

VOIMCBFaded: behind in that period

0–4IMCB wins

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

VO vs IMCB

YTD

VanguardVO

+13.8%

IMCBiShares

+19.6%

+13.8%Year to date+19.6%

−8.2%Worst drop · 1Y−8.1%

12.4%Volatility · 1Y12.8%

1.3%Yield1.2%

$103BAssets$1.7B

2–2level

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

Cost, Income and Risk

Fees: IMCB, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IMCB0.04%$4

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

Yields: IMCB, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IMCB1.22%$122

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

KeptFee

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

Overlap: IMCB, VO

Today

68.4%most shared, IMCB and VO

IMCBVO

IMCB—68.4%

VO68.4%—

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

VOWorst drop−8.2%12.4% 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 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

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

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