Compare · 3 funds side by side · dividends reinvested

IMCV, VOO and IVV

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,269VOO · best of the three

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

Story of the three · RiskSmallest drop

IMCV, VOO and IVV, 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%$1.3B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.6%+21.5%+11.5%−8.9%13.7%$1.00T2.1

Rank among the three1st → 3rdFee, 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 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

IMCV

IVV

iShares Core S&P 500 ETF · $875B$17,265

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

IMCVMeasure

More Ways to See the Pairs

IMCV vs IVV: Top 5 Holdings

Today

IMCV

7.1%in top 5

IVV

in top 526.8%

IMCVStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: IMCV, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

IMCV0.06%$6

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

Yields: IMCV, VOO, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

IVV

+23.0%Year to dateJan 1 → Nov 13+11.5%

+25.6%1 yearTotal return+11.6%

+21.3%3 years · per year$10,000 became $17,836 · $17,931+21.5%

+10.5%5 years · per year$10,000 became $16,465 · $17,265+11.5%

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

1.83%Trailing 12-mo yield$183 · $111 a year on $10k1.11%

−6.9%Worst dropSmaller is better−8.9%

11.6%VolatilityLower is calmer13.8%

IMCVIVV 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

2.6%

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 common14.2%

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

IMCV vs IVV Returns, Every Period

5Y

iSharesIMCV

+10.5%

5 years, per year

IVViShares

+11.5%

5 years, per year

IMCVIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: IMCV vs IVV

YTD

iSharesIMCV

+23.0%

IVViShares

+11.5%

+23.0%Year to date+11.5%

−6.9%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y13.8%

1.8%Yield1.1%

$1.3BAssets$875B

4–0IMCV wins

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

1Y

1.83%highest, IMCV

FundTrailing yieldYield$10k

IMCV1.83%$183

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

1Y

$177most kept, IMCV

IMCV$183 − $6 = $177

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: IMCV, VOO, IVV

Today

93.3%most shared, VOO and IVV

IMCVVOOIVV

IMCV—12.9%14.2%

VOO12.9%—93.3%

IVV14.2%93.3%—

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

Return vs Bumpiness: 3 ETFs

1Y

+25.6%IMCV, at 11.6% volatility

IMCVWorst drop−6.9%11.6% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

IMCVIVV

+23.0%Year to date+11.5%

1.8%Yield1.1%

+25.6%Past year+11.6%

0.06%Fee0.03%

3–1IMCV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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IMCV, VOO and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three