Compare · 2 funds side by side · dividends reinvested

IMCG and IWR

IMCGiShares×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two

02 / 04

IMCG and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.4

iShares Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.06%0.66%+17.9%+14.6%+21.7%+5.8%−10.2%17.4%$4.1B1.6

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: IMCG 2004 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap Growth ETF · $4.1B$13,246

IMCG

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 45.3% in common

IMCGMeasureIWR

+17.9%Year to dateJan 1 → Nov 3+15.6%

+14.6%1 yearTotal return+16.7%

+21.7%3 years · per year$10,000 became $18,022 · $17,698+21.0%

+5.8%5 years · per year$10,000 became $13,246 · $14,220+7.3%

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

0.66%Trailing 12-mo yield$66 · $115 a year on $10k1.15%

−10.2%Worst dropSmaller is better−8.2%

17.4%VolatilityLower is calmer13.4%

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

3–5IWR wins

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

More Ways to See the Pairs

IMCG vs IWR: Top 5 Holdings

Today

IMCG

6.4%in top 5

IWR

in top 53.8%

IMCGStockIWR

1.4%SNOW0.8%

1.3%JCInot top 5

1.3%NET0.7%

1.3%FCXnot top 5

1.2%DELLnot top 5

not top 5MPC1.0%

not top 5PSX0.8%

not top 5MRNA0.6%

Held in common45.3%

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

IMCG vs IWR Returns, Every Period

iSharesIMCG

+5.8%

5 years, per year

IWRiShares

+7.3%

5 years, per year

IMCGIWRFaded: behind in that period

2–2Level

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

IMCG vs IWR

YTD

iSharesIMCG

+17.9%

IWRiShares

+15.6%

+17.9%Year to date+15.6%

−10.2%Worst drop · 1Y−8.2%

17.4%Volatility · 1Y13.4%

0.7%Yield1.2%

$4.1BAssets$58.2B

3–1IWR wins

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

Cost, Income and Risk

Fees: IMCG, IWR

Today

0.06%lowest, IMCG

FundExpense ratioFee$10k

IMCG0.06%$6

IWR0.18%$18

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

Yields: IMCG, IWR

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

IMCG0.66%$66

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

IMCG$66 − $6 = $60

KeptFee

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

Overlap: IMCG, IWR

Today

45.3%most shared, IMCG and IWR

IMCGIWR

IMCG—45.3%

IWR45.3%—

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

Return vs Bumpiness: 2 ETFs

+16.7%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

IMCGWorst drop−10.2%17.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWRIMCG

+15.6%Year to date+17.9%

1.2%Yield0.7%

+16.7%Past year+14.6%

0.18%Fee0.06%

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