Compare · 2 funds side by side · dividends reinvested

IMCG and VUG

IMCGiShares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

IMCG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.06%0.69%+13.5%+11.5%+19.5%+4.8%−10.6%18.1%$3.9B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IMCG 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap Growth ETF · $3.9B$12,653

IMCG

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

IMCGMeasureVUG

+13.5%Year to dateJan 1 → Nov 6+1.4%

+11.5%1 yearTotal return+0.2%

+19.5%3 years · per year$10,000 became $17,070 · $18,415+22.6%

+4.8%5 years · per year$10,000 became $12,653 · $16,124+10.0%

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

0.69%Trailing 12-mo yield$69 · $42 a year on $10k0.42%

−10.6%Worst dropSmaller is better−15.1%

18.1%VolatilityLower is calmer19.0%

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

5–3IMCG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IMCG vs VUG: Top 5 Holdings

Today

IMCG

6.1%in top 5

VUG

in top 545.2%

IMCGStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.3%SNOWnot top 5

1.2%MSInot top 5

1.2%FCXnot top 5

1.2%HLTnot top 5

1.2%RCLnot top 5

Held in common10.2%

End-of-day Nov 6, 2026 · share of each fund

IMCG vs VUG Returns, Every Period

iSharesIMCG

+4.8%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

IMCGVUGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IMCG vs VUG

YTD

iSharesIMCG

+13.5%

VUGVanguard

+1.4%

+13.5%Year to date+1.4%

−10.6%Worst drop · 1Y−15.1%

18.1%Volatility · 1Y19.0%

0.7%Yield0.4%

$3.9BAssets$233B

4–0IMCG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IMCG0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IMCG, VUG

0.69%highest, IMCG

FundTrailing yieldYield$10k

IMCG0.69%$69

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$63most kept, IMCG

IMCG$69 − $6 = $63

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IMCG, VUG

Today

10.2%most shared, IMCG and VUG

IMCGVUG

IMCG—10.2%

VUG10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.5%IMCG, at 18.1% volatility

IMCGWorst drop−10.6%18.1% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IMCGVUG

+13.5%Year to date+1.4%

0.7%Yield0.4%

+11.5%Past year+0.2%

0.06%Fee0.03%

3–1IMCG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026