Compare · 2 funds side by side · dividends reinvested

IMCV and IWF

IMCViShares×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,585IMCV · best of the two

02 / 04

IMCV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.06%1.87%+20.4%+25.4%+21.3%+10.6%−6.9%11.5%$1.3B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: IMCV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap Value ETF · $1.3B$16,585

IMCV

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

IMCVMeasureIWF

+20.4%Year to dateJan 1 → Nov 6−5.3%

+25.4%1 yearTotal return−6.5%

+21.3%3 years · per year$10,000 became $17,852 · $17,022+19.4%

+10.6%5 years · per year$10,000 became $16,585 · $15,442+9.1%

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

1.87%Trailing 12-mo yield$187 · $39 a year on $10k0.39%

−6.9%Worst dropSmaller is better−14.6%

11.5%VolatilityLower is calmer19.4%

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

8–0IMCV wins

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

More Ways to See the Pairs

IMCV vs IWF: Top 5 Holdings

Today

IMCV

7.1%in top 5

IWF

in top 539.8%

IMCVStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

1.7%ADPnot top 5

1.4%VLOnot top 5

1.4%PSXnot top 5

1.3%MMMnot top 5

1.3%USBnot top 5

Held in common2.7%

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

IMCV vs IWF Returns, Every Period

iSharesIMCV

+10.6%

5 years, per year

IWFiShares

+9.1%

5 years, per year

IMCVIWFFaded: behind in that period

4–0IMCV wins

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

IMCV vs IWF

YTD

iSharesIMCV

+20.4%

IWFiShares

−5.3%

+20.4%Year to date−5.3%

−6.9%Worst drop · 1Y−14.6%

11.5%Volatility · 1Y19.4%

1.9%Yield0.4%

$1.3BAssets$115B

4–0IMCV wins

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

Cost, Income and Risk

Fees: IMCV, IWF

Today

0.06%lowest, IMCV

FundExpense ratioFee$10k

IMCV0.06%$6

IWF0.18%$18

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

Yields: IMCV, IWF

1.87%highest, IMCV

FundTrailing yieldYield$10k

IMCV1.87%$187

IWF0.39%$39

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

Income After Fees on $10,000

$181most kept, IMCV

IMCV$187 − $6 = $181

IWF$39 − $18 = $21

KeptFee

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

Overlap: IMCV, IWF

Today

2.7%most shared, IMCV and IWF

IMCVIWF

IMCV—2.7%

IWF2.7%—

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

Return vs Bumpiness: 2 ETFs

+25.4%IMCV, at 11.5% volatility

IMCVWorst drop−6.9%11.5% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IMCVIWF

+20.4%Year to date−5.3%

1.9%Yield0.4%

+25.4%Past year−6.5%

0.06%Fee0.18%

4–0IMCV 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