Compare · 3 funds side by side · dividends reinvested

IMCV, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,188IMCV · best of the three

02 / 04

IMCV, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.06%1.81%+24.1%+29.4%+23.1%+11.4%−6.9%11.2%$1.3B1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IMCV 2004 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap Value ETF · $1.3B$17,188

IMCV

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 14.1% in common

IMCVMeasureIVV

+24.1%Year to dateJan 1 → Nov 5+8.4%

+29.4%1 yearTotal return+9.7%

+23.1%3 years · per year$10,000 became $18,669 · $18,221+22.1%

+11.4%5 years · per year$10,000 became $17,188 · $17,151+11.4%

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

1.81%Trailing 12-mo yield$181 · $114 a year on $10k1.14%

−6.9%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.6%

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

6–1IMCV wins

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

More Ways to See the Pairs

IMCV vs IVV: Top 5 Holdings

Today

IMCV

7.1%in top 5

IVV

in top 527.7%

IMCVStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.6%ADPnot top 5

1.4%VLOnot top 5

1.4%PSXnot top 5

1.4%MMMnot top 5

1.3%USBnot top 5

Held in common14.1%

End-of-day Nov 5, 2026 · share of each fund

IMCV vs IVV Returns, Every Period

iSharesIMCV

+11.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

IMCVIVVFaded: behind in that period

3–0IMCV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IMCV vs IVV

YTD

iSharesIMCV

+24.1%

IVViShares

+8.4%

+24.1%Year to date+8.4%

−6.9%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.6%

1.8%Yield1.1%

$1.3BAssets$850B

4–0IMCV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCV, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

IMCV0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IMCV, IVV, VOO

1.81%highest, IMCV

FundTrailing yieldYield$10k

IMCV1.81%$181

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, IMCV

IMCV$181 − $6 = $175

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IMCV, IVV, VOO

Today

93.5%most shared, IVV and VOO

IMCVIVVVOO

IMCV—14.1%12.9%

IVV14.1%—93.5%

VOO12.9%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.4%IMCV, at 11.2% volatility

IMCVWorst drop−6.9%11.2% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IMCVVOO

+24.1%Year to date+8.4%

1.8%Yield1.1%

+29.4%Past year+9.8%

0.06%Fee0.03%

3–1IMCV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026