Compare · 2 funds side by side · dividends reinvested

IMCV and IWR

IMCViShares×IWRiShares×

Versus in desk

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

02 / 04

IMCV and IWR, 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%$1.3B1.0

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: IMCV 2004 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

IMCV

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 44.5% in common

IMCVMeasureIWR

+24.1%Year to dateJan 1 → Nov 4+16.9%

+29.4%1 yearTotal return+18.2%

+23.1%3 years · per year$10,000 became $18,669 · $17,790+21.2%

+11.4%5 years · per year$10,000 became $17,188 · $14,596+7.9%

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

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

−6.9%Worst dropSmaller is better−8.2%

11.2%VolatilityLower is calmer13.4%

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

8–0IMCV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IMCV vs IWR: Top 5 Holdings

Today

IMCV

7.2%in top 5

IWR

in top 53.7%

IMCVStockIWR

1.6%ADPnot top 5

1.5%VLOnot top 5

1.5%PSX0.8%

1.3%REGNnot top 5

1.3%USBnot top 5

not top 5MPC0.9%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common44.5%

End-of-day Nov 4, 2026 · share of each fund

IMCV vs IWR Returns, Every Period

iSharesIMCV

+11.4%

5 years, per year

IWRiShares

+7.9%

5 years, per year

IMCVIWRFaded: behind in that period

4–0IMCV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IMCV vs IWR

YTD

iSharesIMCV

+24.1%

IWRiShares

+16.9%

+24.1%Year to date+16.9%

−6.9%Worst drop · 1Y−8.2%

11.2%Volatility · 1Y13.4%

1.8%Yield1.1%

$1.3BAssets$58.2B

4–0IMCV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCV, IWR

Today

0.06%lowest, IMCV

FundExpense ratioFee$10k

IMCV0.06%$6

IWR0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IMCV, IWR

1.81%highest, IMCV

FundTrailing yieldYield$10k

IMCV1.81%$181

IWR1.14%$114

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, IMCV

IMCV$181 − $6 = $175

IWR$114 − $18 = $96

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IMCV, IWR

Today

44.5%most shared, IMCV and IWR

IMCVIWR

IMCV—44.5%

IWR44.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.4%IMCV, at 11.2% volatility

IMCVWorst drop−6.9%11.2% vol

IWRWorst drop−8.2%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IMCVIWR

+24.1%Year to date+16.9%

1.8%Yield1.1%

+29.4%Past year+18.2%

0.06%Fee0.18%

4–0IMCV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026