IMCG vs VOE

AIMCG

BVOE

Measures won0–6VOE wins · of 6 · 5Y

$10,000 · 5Y$16,058VOE · IMCG $12,997

Lowest cost0.05%VOE · $5 on $10k

Most income1.84%VOE · $184 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common24.9%IMCG and VOE

IMCG

VOE

iShares Morningstar Mid-Cap Growth ETF · $4.0BVanguard Morningstar Mid-Cap Value ETF · $22.8B

+20.0%3 years · per year$17,263 · $17,397+20.3%

+5.4%5 years · per year$12,997 · $16,058+9.9%

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

0.67%12-mo yield$67 · $184 on $10k1.84%

−10.6%Worst dropSmaller wins−6.9%

18.4%VolatilityLower wins11.5%

0–6VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCG · VOE

1.0%AON1.0%

0.9%COR0.9%

0.9%CMI1.2%

1.2%JCI0.8%

Held in common24.9%

End-of-day Nov 9, 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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.84%	+2.1%	+20.9%	+25.5%	+20.3%	+9.9%	−6.9%	$22.8B
2	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.67%	+3.4%	+17.3%	+16.6%	+20.0%	+5.4%	−10.6%	$4.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.84%	+2.1%	+20.9%	+25.5%	+20.3%	+9.9%	−6.9%	$22.8B
2	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.67%	+3.4%	+17.3%	+16.6%	+20.0%	+5.4%	−10.6%	$4.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IMCG vs VOE

IMCG

iShares Morningstar Mid-Cap Growth

$12,997

VOE

Vanguard Morningstar Mid-Cap Value

$16,058

MeasureIMCGVOE

Fee0.06%0.05%

Cost on $10k a year$6$5

Yield0.67%1.84%

5 years, per year+5.4%+9.9%

3 years, per year+20.0%+20.3%

Worst drop · 1Y−10.6%−6.9%

Volatility · 1Y18.4%11.5%

6–0measures won
VOE first

24.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IMCG, VOE

Today

24.9%most shared, IMCG and VOE

IMCGVOE

IMCG—24.9%

VOE24.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

IMCG$67 − $6 = $61

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee