IMCG vs IJH

AIMCG

BIJH

Measures won1–5IJH wins · of 6 · 5Y

$10,000 · 5Y$14,303IJH · IMCG $13,246

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common6.4%IMCG and IJH

IMCG

IJH

iShares Morningstar Mid-Cap Growth ETF · $4.1BiShares Core S&P Mid-Cap ETF · $125B

+21.7%3 years · per year$18,022 · $16,625+18.5%

+5.8%5 years · per year$13,246 · $14,303+7.4%

0.06%Expense ratio$6 · $5 on $10k · lower wins0.05%

0.66%12-mo yield$66 · $122 on $10k1.22%

−10.2%Worst dropSmaller wins−8.8%

17.4%VolatilityLower wins15.0%

1–5IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCG · IJH

0.3%ENTG0.7%

0.3%XPO0.6%

0.3%ATI0.7%

0.3%NVT0.6%

Held in common6.4%

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.66%	+0.6%	+17.9%	+14.6%	+21.7%	+5.8%	−10.2%	$4.1B

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.66%	+0.6%	+17.9%	+14.6%	+21.7%	+5.8%	−10.2%	$4.1B

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

IMCG vs IJH

IMCG

iShares Morningstar Mid-Cap Growth

$13,246

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureIMCGIJH

Fee0.06%0.05%

Cost on $10k a year$6$5

Yield0.66%1.22%

5 years, per year+5.8%+7.4%

3 years, per year+21.7%+18.5%

Worst drop · 1Y−10.2%−8.8%

Volatility · 1Y17.4%15.0%

5–1measures won
IJH first

6.4%

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: IMCG, IJH

Today

6.4%most shared, IMCG and IJH

IMCGIJH

IMCG—6.4%

IJH6.4%—

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

IMCG$66 − $6 = $60

KeptFee

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