IMCG vs VUG

AIMCG

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IMCG $12,653

Lowest cost0.03%VUG · $3 on $10k

Most income0.69%IMCG · $69 on $10k

Smallest drop−10.6%IMCG · worst fall in 1Y

Held in common10.2%IMCG and VUG

IMCG

VUG

iShares Morningstar Mid-Cap Growth ETF · $3.9BVanguard Morningstar Growth ETF · $233B

+19.5%3 years · per year$17,070 · $18,415+22.6%

+4.8%5 years · per year$12,653 · $16,124+10.0%

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

0.69%12-mo yield$69 · $42 on $10k0.42%

−10.6%Worst dropSmaller wins−15.1%

18.1%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIMCG · VUG

1.1%NET0.3%

1.1%FTNT0.3%

1.3%SNOW0.3%

0.8%DDOG0.3%

Held in common10.2%

End-of-day Nov 6, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.69%	+0.5%	+13.5%	+11.5%	+19.5%	+4.8%	−10.6%	$3.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.69%	+0.5%	+13.5%	+11.5%	+19.5%	+4.8%	−10.6%	$3.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IMCG vs VUG

IMCG

iShares Morningstar Mid-Cap Growth

$12,653

VUG

Vanguard Morningstar Growth

$16,124

MeasureIMCGVUG

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.69%0.42%

5 years, per year+4.8%+10.0%

3 years, per year+19.5%+22.6%

Worst drop · 1Y−10.6%−15.1%

Volatility · 1Y18.1%19.0%

3–3measures won
level

10.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IMCG, VUG

Today

10.2%most shared, IMCG and VUG

IMCGVUG

IMCG—10.2%

VUG10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$63most kept, IMCG

IMCG$69 − $6 = $63

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee