IMCB vs VOE

AIMCB

BVOE

Measures won2–4VOE wins · of 6 · 5Y

$10,000 · 5Y$16,506VOE · IMCB $15,328

Lowest cost0.04%IMCB · $4 on $10k

Most income1.82%VOE · $182 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common45.4%IMCB and VOE

IMCB

VOE

iShares Morningstar Mid-Cap ETF · $1.8BVanguard Morningstar Mid-Cap Value ETF · $22.8B

+22.5%3 years · per year$18,362 · $18,246+22.2%

+8.9%5 years · per year$15,328 · $16,506+10.5%

0.04%Expense ratio$4 · $5 on $10k · lower wins0.05%

1.21%12-mo yield$121 · $182 on $10k1.82%

−8.1%Worst dropSmaller wins−6.9%

12.9%VolatilityLower wins11.1%

2–4VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCB · VOE

0.8%MPC1.9%

0.8%VLO1.9%

0.7%PSX1.7%

0.7%REGN0.7%

Held in common45.4%

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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.82%	+1.4%	+22.3%	+26.9%	+22.2%	+10.5%	−6.9%	$22.8B
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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.82%	+1.4%	+22.3%	+26.9%	+22.2%	+10.5%	−6.9%	$22.8B
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 VOE

IMCB

iShares Morningstar Mid-Cap

$15,328

VOE

Vanguard Morningstar Mid-Cap Value

$16,506

MeasureIMCBVOE

Fee0.04%0.05%

Cost on $10k a year$4$5

Yield1.21%1.82%

5 years, per year+8.9%+10.5%

3 years, per year+22.5%+22.2%

Worst drop · 1Y−8.1%−6.9%

Volatility · 1Y12.9%11.1%

4–2measures won
VOE first

45.4%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IMCB, VOE

Today

45.4%most shared, IMCB and VOE

IMCBVOE

IMCB—45.4%

VOE45.4%—

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

Income After Fees on $10,000

$177most kept, VOE

VOE$182 − $5 = $177

IMCB$121 − $4 = $117

KeptFee

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