IMCB vs VOO

AIMCB

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IWF $15,441

Lowest cost0.03%VOO · $3 on $10k

Most income1.25%IMCB · $125 on $10k

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

Held in common18.5%IMCB and VOO

IMCB

VOO

iShares Morningstar Mid-Cap ETF · $1.7BVanguard S&P 500 ETF · $1.00T

+20.4%3 years · per year$17,463 · $18,079+21.8%

+7.8%5 years · per year$14,592 · $17,177+11.4%

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

1.25%12-mo yield$125 · $110 on $10k1.10%

−8.1%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCB · VOO

0.6%DELL0.2%

0.7%VLO0.2%

0.7%MPC0.2%

0.5%FTNT0.2%

Held in common18.5%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
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 VOO

IMCB

iShares Morningstar Mid-Cap

$14,592

VOO

Vanguard S&P 500

$17,177

MeasureIMCBVOO

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.25%1.10%

5 years, per year+7.8%+11.4%

3 years, per year+20.4%+21.8%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y13.4%13.5%

3–3measures won
level

18.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: IMCB, VOO, IWF

Today

59.3%most shared, VOO and IWF

IMCBVOOIWF

IMCB—18.5%11.1%

VOO18.5%—59.3%

IWF11.1%59.3%—

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

VOO$110 − $3 = $107

IWF$39 − $18 = $21

KeptFee

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