Compare · 2 funds side by side · dividends reinvested

IMCV and VOE

IMCViShares×VOEVanguard×

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 VOE, 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%$1.3B1.4

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.82%+22.3%+26.9%+22.2%+10.5%−6.9%11.1%$22.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IMCV 2004 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

IMCV

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,506

$10,000 five years ago, dividends reinvested · they hold 61.0% in common

IMCVMeasureVOE

+24.1%Year to dateJan 1 → Nov 4+22.3%

+29.4%1 yearTotal return+26.9%

+23.1%3 years · per year$10,000 became $18,669 · $18,246+22.2%

+11.4%5 years · per year$10,000 became $17,188 · $16,506+10.5%

0.06%Expense ratio$6 · $5 a year on $10k · lower is better0.05%

1.81%Trailing 12-mo yield$181 · $182 a year on $10k1.82%

−6.9%Worst dropSmaller is better−6.9%

11.2%VolatilityLower is calmer11.1%

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

4–3IMCV 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 VOE: Top 5 Holdings

Today

IMCV

7.2%in top 5

VOE

in top 58.1%

IMCVStockVOE

1.5%VLO1.9%

not top 5MPC1.9%

1.5%PSX1.7%

1.6%ADPnot top 5

not top 5HPE1.4%

1.3%REGNnot top 5

1.3%USBnot top 5

not top 5WBD1.3%

Held in common61.0%

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

IMCV vs VOE Returns, Every Period

iSharesIMCV

+11.4%

5 years, per year

VOEVanguard

+10.5%

5 years, per year

IMCVVOEFaded: behind in that period

4–0IMCV wins

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

IMCV vs VOE

YTD

iSharesIMCV

+24.1%

VOEVanguard

+22.3%

+24.1%Year to date+22.3%

−6.9%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.1%

1.8%Yield1.8%

$1.3BAssets$22.8B

1–1level

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

Cost, Income and Risk

Fees: IMCV, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

IMCV0.06%$6

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

Yields: IMCV, VOE

1.82%highest, VOE

FundTrailing yieldYield$10k

VOE1.82%$182

IMCV1.81%$181

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

Income After Fees on $10,000

$177most kept, VOE

VOE$182 − $5 = $177

IMCV$181 − $6 = $175

KeptFee

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

Overlap: IMCV, VOE

Today

61.0%most shared, IMCV and VOE

IMCVVOE

IMCV—61.0%

VOE61.0%—

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

VOEWorst drop−6.9%11.1% vol

IMCVWorst drop−6.9%11.2% vol

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

Paid More vs Made More

YTD

VOEIMCV

+22.3%Year to date+24.1%

1.8%Yield1.8%

+26.9%Past year+29.4%

0.05%Fee0.06%

2–1IMCV 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