Compare · 2 funds side by side · dividends reinvested

IMCB and VUG

IMCBiShares×VUGVanguard×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,326VUG · best of the two

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

Story of the two · RiskSmallest drop

IMCB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.22%+19.9%+19.9%+20.2%+8.1%−8.1%13.6%$1.8B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: IMCB 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Mid-Cap ETF · $1.8B$14,790

IMCB

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

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

IMCBMeasureVUG

+19.9%

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

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IMCB0.04%$4

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IMCB, VUG

1Y

1.22%highest, IMCB

FundTrailing yieldYield

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+4.9%

+19.9%1 yearTotal return+3.5%

+20.2%3 years · per year$10,000 became $17,352 · $18,215+22.1%

+8.1%5 years · per year$10,000 became $14,790 · $16,326+10.3%

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%

13.6%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 12, 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%BNYnot top 5

0.7%VLOnot top 5

0.7%SNOWnot top 5

Held in common10.4%

End-of-day Nov 12, 2026 · share of each fund

IMCB vs VUG Returns, Every Period

5Y

iSharesIMCB

+8.1%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

IMCBVUGFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IMCB vs VUG

YTD

iSharesIMCB

+19.9%

VUGVanguard

+4.9%

+19.9%Year to date+4.9%

−8.1%Worst drop · 1Y−15.1%

13.6%Volatility · 1Y19.1%

1.2%Yield0.4%

$1.8BAssets$233B

4–0IMCB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

IMCB1.22%$122

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$118most kept, IMCB

IMCB$122 − $4 = $118

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IMCB, VUG

Today

10.4%most shared, IMCB and VUG

IMCBVUG

IMCB—10.4%

VUG10.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.9%IMCB, at 13.6% volatility

IMCBWorst drop−8.1%13.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IMCBVUG

+19.9%Year to date+4.9%

1.2%Yield0.4%

+19.9%Past year+3.5%

0.04%Fee0.03%

3–1IMCB wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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IMCB and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two