IMCB vs IWF

AIMCB

BIWF

Measures won5–1IMCB wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.25%IMCB · $125 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 · $115B

+20.4%3 years · per year$17,463 · $17,022+19.4%

+7.8%5 years · per year$14,592 · $15,442+9.1%

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

1.25%12-mo yield$125 · $39 on $10k0.39%

−8.1%Worst dropSmaller wins−14.6%

13.4%VolatilityLower wins19.4%

5–1IMCB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCB · IWF

0.6%SNOW0.3%

0.6%HLT0.3%

0.6%NET0.3%

0.5%CTAS0.3%

Held in common11.1%

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk	0.04%	1.25%	0.0%	+16.6%	+17.9%	+20.4%	+7.8%	−8.1%	$1.7B

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk	0.04%	1.25%	0.0%	+16.6%	+17.9%	+20.4%	+7.8%	−8.1%	$1.7B

End-of-day Nov 6, 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

$14,592

IWF

iShares Russell 1000 Growth

$15,442

MeasureIMCBIWF

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield1.25%0.39%

5 years, per year+7.8%+9.1%

3 years, per year+20.4%+19.4%

Worst drop · 1Y−8.1%−14.6%

Volatility · 1Y13.4%19.4%

5–1measures won
IMCB first

11.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IMCB, IWF, VUG

Today

78.0%most shared, IWF and VUG

IMCBIWFVUG

IMCB—11.1%10.3%

IWF11.1%—78.0%

VUG10.3%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IMCB

IMCB$125 − $4 = $121

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee