IMCB vs IWF

AIMCB

BIWF

Measures won5–1IMCB wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · IMCB $15,328

Lowest cost0.04%IMCB · $4 on $10k

Most income1.21%IMCB · $121 on $10k

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

Held in common11.1%IMCB and IWF

IMCB

IWF

iShares Morningstar Mid-Cap ETF · $1.7BiShares Russell 1000 Growth ETF · $120B

+22.5%3 years · per year$18,362 · $18,310+22.3%

+8.9%5 years · per year$15,328 · $16,559+10.6%

0.04%Expense ratio$4 · $18 on $10k · lower wins0.18%

1.21%12-mo yield$121 · $37 on $10k0.37%

−8.1%Worst dropSmaller wins−15.6%

12.9%VolatilityLower wins18.3%

5–1IMCB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCB · IWF

0.7%SNOW0.3%

0.6%NET0.3%

0.6%HLT0.3%

0.5%FTNT0.2%

Held in common11.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.21%	+1.2%	+21.0%	+22.1%	+22.5%	+8.9%	−8.1%	$1.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.21%	+1.2%	+21.0%	+22.1%	+22.5%	+8.9%	−8.1%	$1.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IMCB vs IWF

IMCB

iShares Morningstar Mid-Cap

$15,328

IWF

iShares Russell 1000 Growth

$16,559

MeasureIMCBIWF

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield1.21%0.37%

5 years, per year+8.9%+10.6%

3 years, per year+22.5%+22.3%

Worst drop · 1Y−8.1%−15.6%

Volatility · 1Y12.9%18.3%

5–1measures won
IMCB first

11.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IMCB, IWF

Today

11.1%most shared, IMCB and IWF

IMCBIWF

IMCB—11.1%

IWF11.1%—

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

Income After Fees on $10,000

$117most kept, IMCB

IMCB$121 − $4 = $117

IWF$37 − $18 = $19

KeptFee

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