Compare · 2 funds side by side · dividends reinvested

IMCV and VUG

IMCViShares×VUGVanguard×

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 VUG, 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%$1.3B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: IMCV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IMCV

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

IMCVMeasureVUG

+24.1%Year to dateJan 1 → Nov 5+0.5%

+29.4%1 yearTotal return−0.6%

+23.1%3 years · per year$10,000 became $18,669 · $18,532+22.8%

+11.4%5 years · per year$10,000 became $17,188 · $16,052+9.9%

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

1.81%Trailing 12-mo yield$181 · $43 a year on $10k0.43%

−6.9%Worst dropSmaller is better−15.1%

11.2%VolatilityLower is calmer19.0%

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

7–1IMCV wins

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

More Ways to See the Pairs

IMCV vs VUG: Top 5 Holdings

Today

IMCV

7.1%in top 5

VUG

in top 545.2%

IMCVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.6%ADPnot top 5

1.4%VLOnot top 5

1.4%PSXnot top 5

1.4%MMMnot top 5

1.3%USBnot top 5

Held in common1.3%

End-of-day Nov 5, 2026 · share of each fund

IMCV vs VUG Returns, Every Period

iSharesIMCV

+11.4%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

IMCVVUGFaded: behind in that period

4–0IMCV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IMCV vs VUG

YTD

iSharesIMCV

+24.1%

VUGVanguard

+0.5%

+24.1%Year to date+0.5%

−6.9%Worst drop · 1Y−15.1%

11.2%Volatility · 1Y19.0%

1.8%Yield0.4%

$1.3BAssets$233B

4–0IMCV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IMCV0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IMCV, VUG

1.81%highest, IMCV

FundTrailing yieldYield$10k

IMCV1.81%$181

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, IMCV

IMCV$181 − $6 = $175

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IMCV, VUG

Today

1.3%most shared, IMCV and VUG

IMCVVUG

IMCV—1.3%

VUG1.3%—

End-of-day Nov 5, 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

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IMCVVUG

+24.1%Year to date+0.5%

1.8%Yield0.4%

+29.4%Past year−0.6%

0.06%Fee0.03%

3–1IMCV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026