IMCB vs IJH

AIMCB

BIJH

Measures won5–0IMCB wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · IMCB $14,949

Lowest cost0.03%VUG · $3 on $10k

Most income1.22%IMCB · $122 on $10k

Smallest drop−8.1%IMCB · worst fall in 1Y

Held in common5.0%IMCB and IJH

IMCB

IJH

iShares Morningstar Mid-Cap ETF · $1.7BiShares Core S&P Mid-Cap ETF · $125B

+22.1%3 years · per year$18,206 · $16,625+18.5%

+8.4%5 years · per year$14,949 · $14,303+7.4%

0.04%Expense ratio$4 · $5 on $10k · lower wins0.05%

1.22%12-mo yield$122 · $122 on $10k1.22%

−8.1%Worst dropSmaller wins−8.8%

12.8%VolatilityLower wins15.0%

5–0IMCB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCB · IJH

0.2%FTI0.8%

0.2%ENTG0.7%

0.2%USFD0.7%

0.2%UTHR0.7%

Held in common5.0%

End-of-day Nov 3, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk	0.04%	1.22%	0.0%	+19.6%	+20.3%	+22.1%	+8.4%	−8.1%	$1.7B
3	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk	0.04%	1.22%	0.0%	+19.6%	+20.3%	+22.1%	+8.4%	−8.1%	$1.7B
3	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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

Cards for this view

IMCB vs IJH

IMCB

iShares Morningstar Mid-Cap

$14,949

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureIMCBIJH

Fee0.04%0.05%

Cost on $10k a year$4$5

Yield1.22%1.22%

5 years, per year+8.4%+7.4%

3 years, per year+22.1%+18.5%

Worst drop · 1Y−8.1%−8.8%

Volatility · 1Y12.8%15.0%

5–0measures won
IMCB first

5.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IMCB, IJH, VUG

Today

10.4%most shared, IMCB and VUG

IMCBIJHVUG

IMCB—5.0%10.4%

IJH5.0%—0.0%

VUG10.4%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IMCB

IMCB$122 − $4 = $118

IJH$122 − $5 = $117

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee