IMCG vs VIG

AIMCG

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · IMCG $12,642

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common13.4%IMCG and VIG

IMCG

VIG

iShares Morningstar Mid-Cap Growth ETF · $4.1BVanguard Dividend Appreciation ETF · $109B

+19.4%3 years · per year$17,030 · $16,814+18.9%

+4.8%5 years · per year$12,642 · $16,331+10.3%

0.06%Expense ratio$6 · $4 on $10k · lower wins0.04%

0.69%12-mo yield$69 · $149 on $10k1.49%

−10.6%Worst dropSmaller wins−7.9%

18.1%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCG · VIG

0.9%BNY0.4%

0.8%EMR0.4%

0.9%CSX0.4%

0.5%MRSH0.4%

Held in common13.4%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.69%	−4.8%	+12.9%	+11.5%	+19.4%	+4.8%	−10.6%	$4.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.69%	−4.8%	+12.9%	+11.5%	+19.4%	+4.8%	−10.6%	$4.1B

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

IMCG vs VIG

IMCG

iShares Morningstar Mid-Cap Growth

$12,642

VIG

Vanguard Dividend Appreciation

$16,331

MeasureIMCGVIG

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield0.69%1.49%

5 years, per year+4.8%+10.3%

3 years, per year+19.4%+18.9%

Worst drop · 1Y−10.6%−7.9%

Volatility · 1Y18.1%10.8%

5–1measures won
VIG first

13.4%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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: IMCG, VIG

Today

13.4%most shared, IMCG and VIG

IMCGVIG

IMCG—13.4%

VIG13.4%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IMCG$69 − $6 = $63

KeptFee

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