IMCB vs VTV

AIMCB

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IMCB $14,591

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common31.9%IMCB and VTV

IMCB

VTV

iShares Morningstar Mid-Cap ETF · $1.8BVanguard Morningstar Value ETF · $184B

+20.6%3 years · per year$17,548 · $17,832+21.3%

+7.8%5 years · per year$14,591 · $17,626+12.0%

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

1.25%12-mo yield$125 · $186 on $10k1.86%

−8.1%Worst dropSmaller wins−6.4%

13.4%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCB · VTV

0.7%VLO0.4%

0.7%MPC0.4%

0.8%ADP0.4%

0.7%PSX0.4%

Held in common31.9%

End-of-day Nov 5, 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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.25%	−3.6%	+16.6%	+18.8%	+20.6%	+7.8%	−8.1%	$1.8B

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.25%	−3.6%	+16.6%	+18.8%	+20.6%	+7.8%	−8.1%	$1.8B

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

Cards for this view

IMCB vs VTV

IMCB

iShares Morningstar Mid-Cap

$14,591

VTV

Vanguard Morningstar Value

$17,626

MeasureIMCBVTV

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.25%1.86%

5 years, per year+7.8%+12.0%

3 years, per year+20.6%+21.3%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y13.4%10.7%

6–0measures won
VTV first

31.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IMCB, VTV

Today

31.9%most shared, IMCB and VTV

IMCBVTV

IMCB—31.9%

VTV31.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IMCB$125 − $4 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee