Compare · 2 funds side by side · dividends reinvested

IMCV and EDOW

IMCViShares×EDOWFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,584IMCV · best of the two

02 / 04

IMCV and EDOW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.06%1.85%+21.9%+26.7%+22.6%+10.6%−6.9%11.1%$1.3B1.0

First Trust Dow 30 Equal Weight ETFUS Stock Styles · Equal weight0.50%1.22%+12.7%+14.5%+19.8%+10.0%−8.7%11.1%$327M2.0

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: IMCV 2004 · EDOW 2017

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap Value ETF · $1.3B$16,584

IMCV

EDOW

First Trust Dow 30 Equal Weight ETF · $327M$16,070

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

IMCVMeasureEDOW

+21.9%Year to dateJan 1 → Nov 3+12.7%

+26.7%1 yearTotal return+14.5%

+22.6%3 years · per year$10,000 became $18,435 · $17,203+19.8%

+10.6%5 years · per year$10,000 became $16,584 · $16,070+10.0%

0.06%Expense ratio$6 · $50 a year on $10k · lower is better0.50%

1.85%Trailing 12-mo yield$185 · $122 a year on $10k1.22%

−6.9%Worst dropSmaller is better−8.7%

11.1%VolatilityLower is calmer11.1%

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

7–0IMCV wins

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

More Ways to See the Pairs

IMCV vs EDOW: Top 5 Holdings

Today

IMCV

7.2%in top 5

EDOW

in top 518.7%

IMCVStockEDOW

not top 5AMGN3.9%

not top 5WMT3.8%

not top 5PG3.7%

not top 5V3.7%

not top 5CVX3.6%

1.6%ADPnot top 5

1.6%VLOnot top 5

1.5%PSXnot top 5

1.3%USBnot top 5

1.3%REGNnot top 5

Held in common3.4%

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

IMCV vs EDOW Returns, Every Period

iSharesIMCV

+10.6%

5 years, per year

EDOWFirst Trust

+10.0%

5 years, per year

IMCVEDOWFaded: behind in that period

4–0IMCV wins

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

IMCV vs EDOW

YTD

iSharesIMCV

+21.9%

EDOWFirst Trust

+12.7%

+21.9%Year to date+12.7%

−6.9%Worst drop · 1Y−8.7%

11.1%Volatility · 1Y11.1%

1.8%Yield1.2%

$1.3BAssets$327M

3–0IMCV wins

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

Cost, Income and Risk

Fees: IMCV, EDOW

Today

0.06%lowest, IMCV

FundExpense ratioFee$10k

IMCV0.06%$6

EDOW0.50%$50

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

Yields: IMCV, EDOW

1.85%highest, IMCV

FundTrailing yieldYield$10k

IMCV1.85%$185

EDOW1.22%$122

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

Income After Fees on $10,000

$179most kept, IMCV

IMCV$185 − $6 = $179

EDOW$122 − $50 = $72

KeptFee

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

Overlap: IMCV, EDOW

Today

3.4%most shared, IMCV and EDOW

IMCVEDOW

IMCV—3.4%

EDOW3.4%—

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

Return vs Bumpiness: 2 ETFs

+26.7%IMCV, at 11.1% volatility

IMCVWorst drop−6.9%11.1% vol

EDOWWorst drop−8.7%11.1% vol

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

Paid More vs Made More

YTD

IMCVEDOW

+21.9%Year to date+12.7%

1.8%Yield1.2%

+26.7%Past year+14.5%

0.06%Fee0.50%

4–0IMCV 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