Compare · 2 funds side by side · dividends reinvested

IMCV and VIG

IMCViShares×VIGVanguard×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,513VIG · best of the two

Story of the two · IncomeMost incomeIMCV · 1.83% · $183 a year on $10k

Story of the two · RiskSmallest drop

IMCV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.06%1.83%+23.0%+25.6%+21.3%+10.5%−6.9%11.6%$1.3B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$116B1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: IMCV 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Mid-Cap Value ETF · $1.3B$16,465

IMCV

VIG

Vanguard Dividend Appreciation ETF · $116B$16,513

$10,000 five years ago, dividends reinvested · they hold 13.9% in common

IMCVMeasureVIG

+23.0%

More Ways to See the Pairs

IMCV vs VIG: Top 5 Holdings

Today

IMCV

7.1%in top 5

VIG

in top 522.1%

IMCVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: IMCV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IMCV0.06%$6

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IMCV, VIG

1Y

1.83%highest, IMCV

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+16.0%

+25.6%1 yearTotal return+16.3%

+21.3%3 years · per year$10,000 became $17,836 · $16,797+18.9%

+10.5%5 years · per year$10,000 became $16,465 · $16,513+10.6%

0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%

1.83%Trailing 12-mo yield$183 · $145 a year on $10k1.45%

−6.9%Worst dropSmaller is better−7.9%

11.6%VolatilityLower is calmer11.0%

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

5–3IMCV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.7%ADPnot top 5

1.4%VLOnot top 5

1.4%PSXnot top 5

1.3%MMMnot top 5

1.3%REGNnot top 5

Held in common13.9%

End-of-day Nov 13, 2026 · share of each fund

IMCV vs VIG Returns, Every Period

5Y

iSharesIMCV

+10.5%

5 years, per year

VIGVanguard

+10.6%

5 years, per year

IMCVVIGFaded: behind in that period

3–1IMCV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IMCV vs VIG

YTD

iSharesIMCV

+23.0%

VIGVanguard

+16.0%

+23.0%Year to date+16.0%

−6.9%Worst drop · 1Y−7.9%

11.6%Volatility · 1Y11.0%

1.8%Yield1.4%

$1.3BAssets$116B

3–1IMCV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

IMCV1.83%$183

VIG1.45%$145

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$177most kept, IMCV

IMCV$183 − $6 = $177

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IMCV, VIG

Today

13.9%most shared, IMCV and VIG

IMCVVIG

IMCV—13.9%

VIG13.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+25.6%IMCV, at 11.6% volatility

VIGWorst drop−7.9%11.0% vol

IMCVWorst drop−6.9%11.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IMCVVIG

+23.0%Year to date+16.0%

1.8%Yield1.4%

+25.6%Past year+16.3%

0.06%Fee0.04%

3–1IMCV wins

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$116B

2–0DGRO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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IMCV and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two