Compare · 2 funds side by side · dividends reinvested

VO and IMCB

VOVanguard×IMCBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,591IMCB · best of the two

02 / 04

VO and IMCB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.25%+16.6%+18.8%+20.6%+7.8%−8.1%13.4%$1.7B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: VO 2004 · IMCB 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

IMCB

iShares Morningstar Mid-Cap ETF · $1.7B$14,591

$10,000 five years ago, dividends reinvested · they hold 68.2% in common

VOMeasureIMCB

+10.7%Year to dateJan 1 → Nov 5+16.6%

+12.4%1 yearTotal return+18.8%

+18.9%3 years · per year$10,000 became $16,795 · $17,548+20.6%

+6.4%5 years · per year$10,000 became $13,616 · $14,591+7.8%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.39%Trailing 12-mo yield$139 · $125 a year on $10k1.25%

−8.2%Worst dropSmaller is better−8.1%

12.9%VolatilityLower is calmer13.4%

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

3–5IMCB wins

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

More Ways to See the Pairs

VO vs IMCB: Top 5 Holdings

Today

5.3%in top 5

IMCB

in top 53.7%

VOStockIMCB

1.1%NETnot top 5

1.1%VLO0.7%

1.1%MPC0.7%

1.0%PSX0.7%

1.0%PWRnot top 5

not top 5ADP0.8%

not top 5DELL0.7%

Held in common68.2%

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

VO vs IMCB Returns, Every Period

VanguardVO

+6.4%

5 years, per year

IMCBiShares

+7.8%

5 years, per year

VOIMCBFaded: behind in that period

0–4IMCB wins

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

VO vs IMCB

YTD

VanguardVO

+10.7%

IMCBiShares

+16.6%

+10.7%Year to date+16.6%

−8.2%Worst drop · 1Y−8.1%

12.9%Volatility · 1Y13.4%

1.4%Yield1.3%

$103BAssets$1.7B

2–2level

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

Cost, Income and Risk

Fees: VO, IMCB

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IMCB0.04%$4

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

Yields: VO, IMCB

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IMCB1.25%$125

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IMCB$125 − $4 = $121

KeptFee

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

Overlap: VO, IMCB

Today

68.2%most shared, VO and IMCB

VOIMCB

VO—68.2%

IMCB68.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%IMCB, at 13.4% volatility

VOWorst drop−8.2%12.9% vol

IMCBWorst drop−8.1%13.4% vol

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

Paid More vs Made More

YTD

VOIMCB

+10.7%Year to date+16.6%

1.4%Yield1.3%

+12.4%Past year+18.8%

0.03%Fee0.04%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026