ILCV vs VO

AILCV

BVO

Measures won5–1ILCV wins · of 6 · 5Y

$10,000 · 5Y$18,209ILCV · VUG $16,565

Lowest cost0.03%VO · $3 on $10k

Most income1.50%ILCV · $150 on $10k

Smallest drop−6.5%ILCV · worst fall in 1Y

Held in common15.8%ILCV and VO

ILCV

iShares Morningstar Value ETF · $1.4BVanguard Morningstar Mid-Cap ETF · $103B

+22.1%3 years · per year$18,185 · $16,763+18.8%

+12.7%5 years · per year$18,209 · $13,867+6.8%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.50%12-mo yield$150 · $135 on $10k1.35%

−6.5%Worst dropSmaller wins−8.2%

10.6%VolatilityLower wins13.1%

5–1ILCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILCV · VO

0.4%NEM0.6%

0.3%VLO1.1%

0.3%PSX1.0%

0.3%MRNA0.3%

Held in common15.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.50%	+2.0%	+18.4%	+22.7%	+22.1%	+12.7%	−6.5%	$1.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.50%	+2.0%	+18.4%	+22.7%	+22.1%	+12.7%	−6.5%	$1.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ILCV vs VO

ILCV

iShares Morningstar Value

$18,209

Vanguard Morningstar Mid-Cap

$13,867

MeasureILCVVO

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.50%1.35%

5 years, per year+12.7%+6.8%

3 years, per year+22.1%+18.8%

Worst drop · 1Y−6.5%−8.2%

Volatility · 1Y10.6%13.1%

5–1measures won
ILCV first

15.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ILCV, VO, VUG

Today

32.1%most shared, ILCV and VUG

ILCVVOVUG

ILCV—15.8%32.1%

VO15.8%—10.2%

VUG32.1%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, ILCV

ILCV$150 − $4 = $146

VO$135 − $3 = $132

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee