Compare · 2 funds side by side · dividends reinvested

IMCV and VOO

IMCViShares×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

IMCV and VOO, 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 S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.6

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IMCV

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

IMCVMeasureVOO

+24.1%Year to dateJan 1 → Nov 4+13.4%

+29.4%1 yearTotal return+13.5%

+23.1%3 years · per year$10,000 became $18,669 · $19,172+24.2%

+11.4%5 years · per year$10,000 became $17,188 · $18,115+12.6%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

1.81%Trailing 12-mo yield$181 · $105 a year on $10k1.05%

−6.9%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer12.8%

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

5–3IMCV 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 VOO: Top 5 Holdings

Today

IMCV

7.2%in top 5

VOO

in top 528.3%

IMCVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.6%ADPnot top 5

1.5%VLOnot top 5

1.5%PSXnot top 5

1.3%REGNnot top 5

1.3%USBnot top 5

Held in common12.9%

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

IMCV vs VOO Returns, Every Period

iSharesIMCV

+11.4%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

IMCVVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: IMCV vs VOO

YTD

iSharesIMCV

+24.1%

VOOVanguard

+13.4%

+24.1%Year to date+13.4%

−6.9%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y12.8%

1.8%Yield1.1%

$1.3BAssets$1.00T

4–0IMCV wins

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

Cost, Income and Risk

Fees: IMCV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IMCV0.06%$6

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

Yields: IMCV, VOO

1.81%highest, IMCV

FundTrailing yieldYield$10k

IMCV1.81%$181

VOO1.05%$105

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

Income After Fees on $10,000

$175most kept, IMCV

IMCV$181 − $6 = $175

VOO$105 − $3 = $102

KeptFee

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

Overlap: IMCV, VOO

Today

12.9%most shared, IMCV and VOO

IMCVVOO

IMCV—12.9%

VOO12.9%—

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

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

IMCVVOO

+24.1%Year to date+13.4%

1.8%Yield1.1%

+29.4%Past year+13.5%

0.06%Fee0.03%

3–1IMCV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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