Compare · 2 funds side by side · dividends reinvested

IMCG and VOT

IMCGiShares×VOTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,246IMCG · best of the two

02 / 04

IMCG and VOT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$4.1B1.1

Vanguard Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.05%0.61%+4.2%−0.2%+17.8%+3.3%−14.2%18.0%$19.2B1.9

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 · VOT 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

IMCG

VOT

Vanguard Morningstar Mid-Cap Growth ETF · $19.2B$11,762

$10,000 five years ago, dividends reinvested · they hold 47.1% in common

IMCGMeasureVOT

+17.9%Year to dateJan 1 → Nov 3+4.2%

+14.6%1 yearTotal return−0.2%

+21.7%3 years · per year$10,000 became $18,022 · $16,330+17.8%

+5.8%5 years · per year$10,000 became $13,246 · $11,762+3.3%

0.06%Expense ratio$6 · $5 a year on $10k · lower is better0.05%

0.66%Trailing 12-mo yield$66 · $61 a year on $10k0.61%

−10.2%Worst dropSmaller is better−14.2%

17.4%VolatilityLower is calmer18.0%

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

7–1IMCG 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 VOT: Top 5 Holdings

Today

IMCG

6.4%in top 5

VOT

in top 511.4%

IMCGStockVOT

1.3%NET2.6%

not top 5PWR2.3%

not top 5VRT2.2%

not top 5DDOG2.2%

not top 5HWM2.1%

1.4%SNOWnot top 5

1.3%JCInot top 5

1.3%FCXnot top 5

1.2%DELLnot top 5

Held in common47.1%

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

IMCG vs VOT Returns, Every Period

iSharesIMCG

+5.8%

5 years, per year

VOTVanguard

+3.3%

5 years, per year

IMCGVOTFaded: behind in that period

4–0IMCG wins

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

IMCG vs VOT

YTD

iSharesIMCG

+17.9%

VOTVanguard

+4.2%

+17.9%Year to date+4.2%

−10.2%Worst drop · 1Y−14.2%

17.4%Volatility · 1Y18.0%

0.7%Yield0.6%

$4.1BAssets$19.2B

4–0IMCG wins

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

Cost, Income and Risk

Fees: IMCG, VOT

Today

0.05%lowest, VOT

FundExpense ratioFee$10k

VOT0.05%$5

IMCG0.06%$6

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

Yields: IMCG, VOT

0.66%highest, IMCG

FundTrailing yieldYield$10k

IMCG0.66%$66

VOT0.61%$61

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

Income After Fees on $10,000

$60most kept, IMCG

IMCG$66 − $6 = $60

VOT$61 − $5 = $56

KeptFee

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

Overlap: IMCG, VOT

Today

47.1%most shared, IMCG and VOT

IMCGVOT

IMCG—47.1%

VOT47.1%—

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

Return vs Bumpiness: 2 ETFs

+14.6%IMCG, at 17.4% volatility

IMCGWorst drop−10.2%17.4% vol

VOTWorst drop−14.2%18.0% vol

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

Paid More vs Made More

YTD

IMCGVOT

+17.9%Year to date+4.2%

0.7%Yield0.6%

+14.6%Past year−0.2%

0.06%Fee0.05%

3–1IMCG wins

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