IMCB vs VO

AIMCB

BVO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,949IMCB · VO $13,977

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common68.4%IMCB and VO

IMCB

iShares Morningstar Mid-Cap ETF · $1.7BVanguard Morningstar Mid-Cap ETF · $103B

+22.1%3 years · per year$18,206 · $17,496+20.5%

+8.4%5 years · per year$14,949 · $13,977+6.9%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.22%12-mo yield$122 · $135 on $10k1.35%

−8.1%Worst dropSmaller wins−8.2%

12.8%VolatilityLower wins12.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIMCB · VO

0.9%MPC1.1%

0.8%VLO1.1%

0.8%PSX1.0%

0.6%NET1.1%

Held in common68.4%

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

Both

5Y2 funds

#			Trend
1	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
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

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

Both

5Y2 funds

#			Trend
1	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
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

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 VO

IMCB

iShares Morningstar Mid-Cap

$14,949

Vanguard Morningstar Mid-Cap

$13,977

MeasureIMCBVO

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.22%1.35%

5 years, per year+8.4%+6.9%

3 years, per year+22.1%+20.5%

Worst drop · 1Y−8.1%−8.2%

Volatility · 1Y12.8%12.4%

3–3measures won
level

68.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IMCB, VO

Today

68.4%most shared, IMCB and VO

IMCBVO

IMCB—68.4%

VO68.4%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IMCB$122 − $4 = $118

KeptFee

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