Compare · 2 funds side by side · dividends reinvested

USMV and IMCG

USMViShares×IMCGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,754USMV · best of the two

02 / 04

USMV and IMCG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.5B1.5

iShares Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.06%0.66%+18.6%+15.6%+21.7%+6.2%−10.2%17.4%$4.1B1.5

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: USMV 2011 · IMCG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Min Vol Factor ETF · $24.5B$14,754

USMV

IMCG

iShares Morningstar Mid-Cap Growth ETF · $4.1B$13,485

$10,000 five years ago, dividends reinvested · they hold 18.8% in common

USMVMeasureIMCG

+12.1%Year to dateJan 1 → Nov 4+18.6%

+14.3%1 yearTotal return+15.6%

+15.5%3 years · per year$10,000 became $15,388 · $18,039+21.7%

+8.1%5 years · per year$10,000 became $14,754 · $13,485+6.2%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.35%Trailing 12-mo yield$135 · $66 a year on $10k0.66%

−6.5%Worst dropSmaller is better−10.2%

8.7%VolatilityLower is calmer17.4%

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

4–4Level

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

More Ways to See the Pairs

USMV vs IMCG: Top 5 Holdings

Today

USMV

7.8%in top 5

IMCG

in top 56.2%

USMVStockIMCG

1.6%APHnot top 5

1.6%MSFTnot top 5

1.5%CBnot top 5

1.5%BRK-Bnot top 5

1.5%XOMnot top 5

not top 5SNOW1.4%

not top 5JCI1.3%

not top 5FCX1.2%

not top 5NET1.2%

not top 5DELL1.1%

Held in common18.8%

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

USMV vs IMCG Returns, Every Period

iSharesUSMV

+8.1%

5 years, per year

IMCGiShares

+6.2%

5 years, per year

USMVIMCGFaded: behind in that period

1–3IMCG wins

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

USMV vs IMCG

YTD

iSharesUSMV

+12.1%

IMCGiShares

+18.6%

+12.1%Year to date+18.6%

−6.5%Worst drop · 1Y−10.2%

8.7%Volatility · 1Y17.4%

1.3%Yield0.7%

$24.5BAssets$4.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: USMV, IMCG

Today

0.06%lowest, IMCG

FundExpense ratioFee$10k

IMCG0.06%$6

USMV0.15%$15

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

Yields: USMV, IMCG

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

IMCG0.66%$66

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

IMCG$66 − $6 = $60

KeptFee

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

Overlap: USMV, IMCG

Today

18.8%most shared, USMV and IMCG

USMVIMCG

USMV—18.8%

IMCG18.8%—

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

Return vs Bumpiness: 2 ETFs

+15.6%IMCG, at 17.4% volatility

USMVWorst drop−6.5%8.7% vol

IMCGWorst drop−10.2%17.4% vol

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

Paid More vs Made More

YTD

USMVIMCG

+12.1%Year to date+18.6%

1.3%Yield0.7%

+14.3%Past year+15.6%

0.15%Fee0.06%

3–1IMCG 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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026