IMCG vs VO

AIMCG

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · VO $13,977

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common55.3%IMCG and VO

IMCG

iShares Morningstar Mid-Cap Growth ETF · $4.1BVanguard Morningstar Mid-Cap ETF · $103B

+21.7%3 years · per year$18,022 · $17,496+20.5%

+5.8%5 years · per year$13,246 · $13,977+6.9%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

0.66%12-mo yield$66 · $135 on $10k1.35%

−10.2%Worst dropSmaller wins−8.2%

17.4%VolatilityLower wins12.4%

1–5VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCG · VO

1.3%NET1.1%

1.1%DDOG0.9%

0.9%HOOD0.9%

1.0%LITE0.9%

Held in common55.3%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B
3	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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B
3	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 VO

IMCG

iShares Morningstar Mid-Cap Growth

$13,246

Vanguard Morningstar Mid-Cap

$13,977

MeasureIMCGVO

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.66%1.35%

5 years, per year+5.8%+6.9%

3 years, per year+21.7%+20.5%

Worst drop · 1Y−10.2%−8.2%

Volatility · 1Y17.4%12.4%

5–1measures won
VO first

55.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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

Overlap: IMCG, VO, VOO

Today

55.3%most shared, IMCG and VO

IMCGVOVOO

IMCG—55.3%12.1%

VO55.3%—15.4%

VOO12.1%15.4%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VOO$107 − $3 = $104

IMCG$66 − $6 = $60

KeptFee

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