Compare · 2 funds side by side · dividends reinvested

IMCG and VO

IMCGiShares×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,290VO · best of the two

02 / 04

IMCG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.4

iShares Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.06%0.66%+18.6%+15.6%+21.7%+6.2%−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 4, 2026 · returns include dividends · since: IMCG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap Growth ETF · $4.1B$13,485

IMCG

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 55.3% in common

IMCGMeasureVO

+18.6%Year to dateJan 1 → Nov 4+14.7%

+15.6%1 yearTotal return+15.3%

+21.7%3 years · per year$10,000 became $18,039 · $17,578+20.7%

+6.2%5 years · per year$10,000 became $13,485 · $14,290+7.4%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

0.66%Trailing 12-mo yield$66 · $134 a year on $10k1.34%

−10.2%Worst dropSmaller is better−8.2%

17.4%VolatilityLower is calmer12.4%

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

3–5VO wins

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

More Ways to See the Pairs

IMCG vs VO: Top 5 Holdings

Today

IMCG

6.2%in top 5

in top 55.3%

IMCGStockVO

1.4%SNOWnot top 5

1.3%JCInot top 5

1.2%FCXnot top 5

1.2%NET1.1%

1.1%DELLnot top 5

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common55.3%

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

IMCG vs VO Returns, Every Period

iSharesIMCG

+6.2%

5 years, per year

VOVanguard

+7.4%

5 years, per year

IMCGVOFaded: behind in that period

3–1IMCG wins

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

IMCG vs VO

YTD

iSharesIMCG

+18.6%

VOVanguard

+14.7%

+18.6%Year to date+14.7%

−10.2%Worst drop · 1Y−8.2%

17.4%Volatility · 1Y12.4%

0.7%Yield1.3%

$4.1BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: IMCG, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IMCG0.06%$6

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

Yields: IMCG, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

IMCG0.66%$66

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IMCG$66 − $6 = $60

KeptFee

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

Overlap: IMCG, VO

Today

55.3%most shared, IMCG and VO

IMCGVO

IMCG—55.3%

VO55.3%—

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

Return vs Bumpiness: 2 ETFs

+15.6%IMCG, at 17.4% volatility

VOWorst drop−8.2%12.4% vol

IMCGWorst drop−10.2%17.4% vol

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

Paid More vs Made More

YTD

VOIMCG

+14.7%Year to date+18.6%

1.3%Yield0.7%

+15.3%Past year+15.6%

0.03%Fee0.06%

2–2level

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