Compare · 3 funds side by side · dividends reinvested

IMCG, VO and VOO

IMCGiShares×VOVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

IMCG, VO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.9

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%$4.1B2.4

Rank among the three1st → 3rdFee, 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 · VO 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IMCG

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

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

IMCGMeasureVO

+17.9%Year to dateJan 1 → Nov 3+13.8%

+14.6%1 yearTotal return+13.9%

+21.7%3 years · per year$10,000 became $18,022 · $17,496+20.5%

+5.8%5 years · per year$10,000 became $13,246 · $13,977+6.9%

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

0.66%Trailing 12-mo yield$66 · $135 a year on $10k1.35%

−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 3, 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

6.4%in top 5

in top 55.3%

IMCGStockVO

1.4%SNOWnot top 5

1.3%JCInot top 5

1.3%NET1.1%

1.3%FCXnot top 5

1.2%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 3, 2026 · share of each fund

IMCG vs VO Returns, Every Period

iSharesIMCG

+5.8%

5 years, per year

VOVanguard

+6.9%

5 years, per year

IMCGVOFaded: behind in that period

3–1IMCG wins

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

IMCG vs VO

YTD

iSharesIMCG

+17.9%

VOVanguard

+13.8%

+17.9%Year to date+13.8%

−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 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCG, VO, VOO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VOO0.03%$3

IMCG0.06%$6

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

Yields: IMCG, VO, VOO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

VOO1.07%$107

IMCG0.66%$66

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VOO$107 − $3 = $104

IMCG$66 − $6 = $60

KeptFee

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

Overlap: IMCG, VO, VOO

Today

55.3%most shared, IMCG and VO

IMCGVOVOO

IMCG—55.3%12.1%

VO55.3%—15.4%

VOO12.1%15.4%—

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

Return vs Bumpiness: 3 ETFs

+14.6%IMCG, at 17.4% volatility

VOWorst drop−8.2%12.4% vol

VOOWorst drop−8.9%12.7% 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

VOIMCG

+13.8%Year to date+17.9%

1.3%Yield0.7%

+13.9%Past year+14.6%

0.03%Fee0.06%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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