IMCB vs VIG

AIMCB

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · IWF $15,892

Lowest cost0.04%IMCB · $4 on $10k

Most income1.46%VIG · $146 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 · $1.7BVanguard Dividend Appreciation ETF · $109B

+20.6%3 years · per year$17,521 · $16,775+18.8%

+8.2%5 years · per year$14,824 · $16,638+10.7%

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

1.22%12-mo yield$122 · $146 on $10k1.46%

−8.1%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins11.0%

1–4VIG wins

$10,000 · 5 yearsAll three, one 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 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk	0.04%	1.22%	+2.6%	+19.6%	+22.0%	+20.6%	+8.2%	−8.1%	$1.7B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk	0.04%	1.22%	+2.6%	+19.6%	+22.0%	+20.6%	+8.2%	−8.1%	$1.7B

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

IMCB vs VIG

IMCB

iShares Morningstar Mid-Cap

$14,824

VIG

Vanguard Dividend Appreciation

$16,638

MeasureIMCBVIG

Fee0.04%0.04%

Cost on $10k a year$4$4

Yield1.22%1.46%

5 years, per year+8.2%+10.7%

3 years, per year+20.6%+18.8%

Worst drop · 1Y−8.1%−7.9%

Volatility · 1Y13.6%11.0%

4–1measures won
VIG first

18.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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$59.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: IMCB, VIG, IWF

Today

32.6%most shared, VIG and IWF

IMCBVIGIWF

IMCB—18.9%11.1%

VIG18.9%—32.6%

IWF11.1%32.6%—

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IMCB$122 − $4 = $118

IWF$38 − $18 = $20

KeptFee

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