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 Russell Mid-Cap ETF · $58.2B$14,220

IWR

IMCG

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

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

IWRMeasureIMCG

+15.6%Year to dateJan 1 → Nov 3+17.9%

+16.7%1 yearTotal return+14.6%

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

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

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

1.15%Trailing 12-mo yield$115 · $66 a year on $10k0.66%

−8.2%Worst dropSmaller is better−10.2%

13.4%VolatilityLower is calmer17.4%

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

5–3IWR wins

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

More Ways to See the Pairs

IWR vs IMCG: Top 5 Holdings

Today

IWR

3.8%in top 5

IMCG

in top 56.4%

IWRStockIMCG

0.8%SNOW1.4%

not top 5JCI1.3%

0.7%NET1.3%

not top 5FCX1.3%

not top 5DELL1.2%

1.0%MPCnot top 5

0.8%PSXnot top 5

0.6%MRNAnot top 5

Held in common45.3%

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

IWR vs IMCG Returns, Every Period

iSharesIWR

+7.3%

5 years, per year

IMCGiShares

+5.8%

5 years, per year

IWRIMCGFaded: behind in that period

2–2Level

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

IWR vs IMCG

YTD

iSharesIWR

+15.6%

IMCGiShares

+17.9%

+15.6%Year to date+17.9%

−8.2%Worst drop · 1Y−10.2%

13.4%Volatility · 1Y17.4%

1.2%Yield0.7%

$58.2BAssets$4.1B

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