IMCB vs VIG

AIMCB

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · IMCB $15,328

Lowest cost0.04%IMCB · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common18.9%IMCB and VIG

IMCB

VIG

iShares Morningstar Mid-Cap ETF · $1.8BVanguard Dividend Appreciation ETF · $109B

+22.5%3 years · per year$18,362 · $17,533+20.6%

+8.9%5 years · per year$15,328 · $17,005+11.2%

0.04%Expense ratio$4 · $4 on $10k · lower wins0.04%

1.21%12-mo yield$121 · $144 on $10k1.44%

−8.1%Worst dropSmaller wins−7.9%

12.9%VolatilityLower wins10.2%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCB · VIG

0.8%ADP0.5%

0.7%PSX0.5%

0.7%BNY0.4%

0.6%EMR0.4%

Held in common18.9%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.21%	+1.2%	+21.0%	+22.1%	+22.5%	+8.9%	−8.1%	$1.8B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.21%	+1.2%	+21.0%	+22.1%	+22.5%	+8.9%	−8.1%	$1.8B

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 VIG

IMCB

iShares Morningstar Mid-Cap

$15,328

VIG

Vanguard Dividend Appreciation

$17,005

MeasureIMCBVIG

Fee0.04%0.04%

Cost on $10k a year$4$4

Yield1.21%1.44%

5 years, per year+8.9%+11.2%

3 years, per year+22.5%+20.6%

Worst drop · 1Y−8.1%−7.9%

Volatility · 1Y12.9%10.2%

4–1measures won
VIG first

18.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IMCB, VIG

Today

18.9%most shared, IMCB and VIG

IMCBVIG

IMCB—18.9%

VIG18.9%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IMCB$121 − $4 = $117

KeptFee

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