Compare · 3 funds side by side · dividends reinvested

IMCV, IWR and IWF

IMCViShares×IWRiShares×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,790 · 2022IMCV$16,585IWF$15,441IWR$13,924Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,585IMCV · best of the three
02 / 04

IMCV, IWR 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 Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.18%+12.9%+14.7%+19.2%+6.8%−8.2%13.8%$56.9B2.3
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6
Rank among the three1st → 3rdFee, 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 · IWR 2001 · IWF 2000
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares Morningstar Mid-Cap Value ETF · $1.3B$16,585
IMCV
IWR
iShares Russell Mid-Cap ETF · $56.9B$13,924

$10,000 five years ago, dividends reinvested · they hold 45.1% in common

IMCVMeasureIWR
+20.4%Year to dateJan 1 → Nov 6+12.9%
+25.4%1 yearTotal return+14.7%
+21.3%3 years · per year$10,000 became $17,852 · $16,955+19.2%
+10.6%5 years · per year$10,000 became $16,585 · $13,924+6.8%
0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%
1.87%Trailing 12-mo yield$187 · $118 a year on $10k1.18%
−6.9%Worst dropSmaller is better−8.2%
11.5%VolatilityLower is calmer13.8%
IMCVIWR 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
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

IMCV vs IWR: Top 5 Holdings

Today
IMCV
7.1%in top 5
IWR
in top 53.5%
IMCVStockIWR
1.7%ADPnot top 5
1.4%VLOnot top 5
1.4%PSX0.7%
1.3%MMMnot top 5
1.3%USBnot top 5
not top 5MPC0.8%
not top 5SNOW0.7%
not top 5MRNA0.7%
not top 5RCL0.6%
Held in common45.1%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

IMCV vs IWR Returns, Every Period

5Y
iSharesIMCV
+10.6%
5 years, per year
IWRiShares
+6.8%
5 years, per year
0%+10%+20%+30%+20.4%+12.9%YTD+25.4%+14.7%1 year+21.3%+19.2%3 yrs · yr+10.6%+6.8%5 yrs · yr
IMCVIWRFaded: behind in that period
4–0IMCV wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

IMCV vs IWR

YTD
iSharesIMCV
+20.4%
IWRiShares
+12.9%
Jan 1Nov 6+20.4%+12.9%
+20.4%Year to date+12.9%
−6.9%Worst drop · 1Y−8.2%
11.5%Volatility · 1Y13.8%
1.9%Yield1.2%
$1.3BAssets$56.9B
4–0IMCV wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: IMCV, IWR, IWF

Today
0.06%lowest, IMCV
FundExpense ratioFee$10k
IMCV0.06%$6
IWR0.18%$18
IWF0.18%$18
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: IMCV, IWR, IWF

1Y
1.87%highest, IMCV
FundTrailing yieldYield$10k
IMCV1.87%$187
IWR1.18%$118
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$181most kept, IMCV
IMCV$187 − $6 = $181
IWR$118 − $18 = $100
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: IMCV, IWR, IWF

Today
45.1%most shared, IMCV and IWR
IMCVIWRIWF
IMCV—45.1%2.7%
IWR45.1%—10.2%
IWF2.7%10.2%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+25.4%IMCV, at 11.5% volatility
−10%0%+10%+20%+30%5%10%15%20%25%Volatility · 1 year → bumpierIMCV +25.4%IWR +14.7%IWF −6.5%
IMCVWorst drop−6.9%11.5% vol
IWRWorst drop−8.2%13.8% vol
IWFWorst drop−14.6%19.4% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
IMCVIWR
Jan 1Nov 6+20.4%+12.9%
+20.4%Year to date+12.9%
1.9%Yield1.2%
+25.4%Past year+14.7%
0.06%Fee0.18%
4–0IMCV wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+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
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com