Compare · 2 funds side by side · dividends reinvested

IMCB and VOE

IMCBiShares×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,506VOE · best of the two

02 / 04

IMCB and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.82%+22.3%+26.9%+22.2%+10.5%−6.9%11.1%$22.8B1.3

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.21%+21.0%+22.1%+22.5%+8.9%−8.1%12.9%$1.7B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IMCB 2004 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap ETF · $1.7B$15,328

IMCB

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,506

$10,000 five years ago, dividends reinvested · they hold 45.4% in common

IMCBMeasureVOE

+21.0%Year to dateJan 1 → Nov 4+22.3%

+22.1%1 yearTotal return+26.9%

+22.5%3 years · per year$10,000 became $18,362 · $18,246+22.2%

+8.9%5 years · per year$10,000 became $15,328 · $16,506+10.5%

0.04%Expense ratio$4 · $5 a year on $10k · lower is better0.05%

1.21%Trailing 12-mo yield$121 · $182 a year on $10k1.82%

−8.1%Worst dropSmaller is better−6.9%

12.9%VolatilityLower is calmer11.1%

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

2–6VOE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IMCB vs VOE: Top 5 Holdings

Today

IMCB

3.9%in top 5

VOE

in top 58.1%

IMCBStockVOE

0.8%VLO1.9%

0.8%MPC1.9%

0.7%PSX1.7%

not top 5HPE1.4%

not top 5WBD1.3%

0.8%ADPnot top 5

0.8%DELLnot top 5

Held in common45.4%

End-of-day Nov 4, 2026 · share of each fund

IMCB vs VOE Returns, Every Period

iSharesIMCB

+8.9%

5 years, per year

VOEVanguard

+10.5%

5 years, per year

IMCBVOEFaded: behind in that period

1–3VOE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IMCB vs VOE

YTD

iSharesIMCB

+21.0%

VOEVanguard

+22.3%

+21.0%Year to date+22.3%

−8.1%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.1%

1.2%Yield1.8%

$1.7BAssets$22.8B

4–0VOE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCB, VOE

Today

0.04%lowest, IMCB

FundExpense ratioFee$10k

IMCB0.04%$4

VOE0.05%$5

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IMCB, VOE

1.82%highest, VOE

FundTrailing yieldYield$10k

VOE1.82%$182

IMCB1.21%$121

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VOE

VOE$182 − $5 = $177

IMCB$121 − $4 = $117

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IMCB, VOE

Today

45.4%most shared, IMCB and VOE

IMCBVOE

IMCB—45.4%

VOE45.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.9%VOE, at 11.1% volatility

VOEWorst drop−6.9%11.1% vol

IMCBWorst drop−8.1%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOEIMCB

+22.3%Year to date+21.0%

1.8%Yield1.2%

+26.9%Past year+22.1%

0.05%Fee0.04%

3–1VOE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026