Compare · 3 funds side by side · dividends reinvested

IWR, IMCB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

IWR, IMCB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.21%+21.0%+22.1%+22.5%+8.9%−8.1%12.9%$1.8B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.8B2.4

Rank among the three1st → 3rdFee, 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: IWR 2001 · IMCB 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.8B$14,596

IWR

IMCB

iShares Morningstar Mid-Cap ETF · $1.8B$15,328

$10,000 five years ago, dividends reinvested · they hold 66.2% in common

IWRMeasureIMCB

+16.9%Year to dateJan 1 → Nov 4+21.0%

+18.2%1 yearTotal return+22.1%

+21.2%3 years · per year$10,000 became $17,790 · $18,362+22.5%

+7.9%5 years · per year$10,000 became $14,596 · $15,328+8.9%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

1.14%Trailing 12-mo yield$114 · $121 a year on $10k1.21%

−8.2%Worst dropSmaller is better−8.1%

13.4%VolatilityLower is calmer12.9%

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

0–8IMCB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWR vs IMCB: Top 5 Holdings

Today

IWR

3.7%in top 5

IMCB

in top 53.9%

IWRStockIMCB

0.9%MPC0.8%

not top 5ADP0.8%

not top 5DELL0.8%

0.8%PSX0.7%

not top 5VLO0.8%

0.7%SNOWnot top 5

0.6%NETnot top 5

0.6%MRNAnot top 5

Held in common66.2%

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

IWR vs IMCB Returns, Every Period

iSharesIWR

+7.9%

5 years, per year

IMCBiShares

+8.9%

5 years, per year

IWRIMCBFaded: behind in that period

0–4IMCB wins

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

IWR vs IMCB

YTD

iSharesIWR

+16.9%

IMCBiShares

+21.0%

+16.9%Year to date+21.0%

−8.2%Worst drop · 1Y−8.1%

13.4%Volatility · 1Y12.9%

1.1%Yield1.2%

$58.8BAssets$1.8B

4–0IMCB wins

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

Cost, Income and Risk

Fees: IWR, IMCB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IMCB0.04%$4

IWR0.18%$18

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

Yields: IWR, IMCB, VUG

1.21%highest, IMCB

FundTrailing yieldYield$10k

IMCB1.21%$121

IWR1.14%$114

VUG0.40%$40

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

Income After Fees on $10,000

$117most kept, IMCB

IMCB$121 − $4 = $117

IWR$114 − $18 = $96

VUG$40 − $3 = $37

KeptFee

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

Overlap: IWR, IMCB, VUG

Today

66.2%most shared, IWR and IMCB

IWRIMCBVUG

IWR—66.2%7.0%

IMCB66.2%—10.4%

VUG7.0%10.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.1%IMCB, at 12.9% volatility

IMCBWorst drop−8.1%12.9% vol

IWRWorst drop−8.2%13.4% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

IMCBIWR

+21.0%Year to date+16.9%

1.2%Yield1.1%

+22.1%Past year+18.2%

0.04%Fee0.18%

4–0IMCB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026