Compare · 3 funds side by side · dividends reinvested

IMCB, VUG and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeIMCB · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

IMCB, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.22%+19.5%+20.7%+19.8%+8.1%−8.1%13.5%$1.8B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: IMCB 2004 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Mid-Cap ETF · $1.8B$14,792

IMCB

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

IMCBMeasure

More Ways to See the Pairs

IMCB vs VUG: Top 5 Holdings

Today

IMCB

3.7%in top 5

VUG

in top 545.2%

IMCBStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: IMCB, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IMCB0.04%$4

IWF0.18%$18

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

Yields: IMCB, VUG, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VUG

+19.5%Year to dateJan 1 → Nov 10+3.4%

+20.7%1 yearTotal return+4.2%

+19.8%3 years · per year$10,000 became $17,175 · $18,230+22.2%

+8.1%5 years · per year$10,000 became $14,792 · $16,394+10.4%

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

1.22%Trailing 12-mo yield$122 · $41 a year on $10k0.41%

−8.1%Worst dropSmaller is better−15.1%

13.5%VolatilityLower is calmer19.1%

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

5–3IMCB wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

0.8%ADPnot top 5

0.8%MPCnot top 5

0.7%VLOnot top 5

0.7%BNYnot top 5

0.7%PSXnot top 5

Held in common10.4%

End-of-day Nov 10, 2026 · share of each fund

IMCB vs VUG Returns, Every Period

5Y

iSharesIMCB

+8.1%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

IMCBVUGFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IMCB vs VUG

YTD

iSharesIMCB

+19.5%

VUGVanguard

+3.4%

+19.5%Year to date+3.4%

−8.1%Worst drop · 1Y−15.1%

13.5%Volatility · 1Y19.1%

1.2%Yield0.4%

$1.8BAssets$233B

4–0IMCB wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IMCB

FundTrailing yieldYield$10k

IMCB1.22%$122

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$118most kept, IMCB

IMCB$122 − $4 = $118

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IMCB, VUG, IWF

Today

78.6%most shared, VUG and IWF

IMCBVUGIWF

IMCB—10.4%11.2%

VUG10.4%—78.6%

IWF11.2%78.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.7%IMCB, at 13.5% volatility

IMCBWorst drop−8.1%13.5% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IMCBVUG

+19.5%Year to date+3.4%

1.2%Yield0.4%

+20.7%Past year+4.2%

0.04%Fee0.03%

3–1IMCB wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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IMCB, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three