IMCV vs EDOW

AIMCV

BEDOW

Measures won6–0IMCV wins · of 6 · 5Y

$10,000 · 5Y$17,188IMCV · EDOW $16,758

Lowest cost0.06%IMCV · $6 on $10k

Most income1.81%IMCV · $181 on $10k

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

Held in common3.4%IMCV and EDOW

IMCV

EDOW

iShares Morningstar Mid-Cap Value ETF · $1.3BFirst Trust Dow 30 Equal Weight ETF · $325M

+23.1%3 years · per year$18,669 · $17,483+20.5%

+11.4%5 years · per year$17,188 · $16,758+10.9%

0.06%Expense ratio$6 · $50 on $10k · lower wins0.50%

1.81%12-mo yield$181 · $118 on $10k1.18%

−6.9%Worst dropSmaller wins−8.7%

11.2%VolatilityLower wins11.6%

6–0IMCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCV · EDOW

1.3%MMM3.5%

1.1%TRV3.5%

0.6%NKE3.4%

0.4%SHW3.5%

Held in common3.4%

End-of-day Nov 4, 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	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk		0.06%	1.81%	+1.8%	+24.1%	+29.4%	+23.1%	+11.4%	−6.9%	$1.3B
2	BEDOW	First Trust Dow 30 Equal Weight ETFRead Desk		0.50%	1.18%	+3.3%	+16.4%	+19.1%	+20.5%	+10.9%	−8.7%	$325M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk		0.06%	1.81%	+1.8%	+24.1%	+29.4%	+23.1%	+11.4%	−6.9%	$1.3B
2	BEDOW	First Trust Dow 30 Equal Weight ETFRead Desk		0.50%	1.18%	+3.3%	+16.4%	+19.1%	+20.5%	+10.9%	−8.7%	$325M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IMCV vs EDOW

IMCV

iShares Morningstar Mid-Cap Value

$17,188

EDOW

First Trust Dow 30 Equal Weight

$16,758

MeasureIMCVEDOW

Fee0.06%0.50%

Cost on $10k a year$6$50

Yield1.81%1.18%

5 years, per year+11.4%+10.9%

3 years, per year+23.1%+20.5%

Worst drop · 1Y−6.9%−8.7%

Volatility · 1Y11.2%11.6%

6–0measures won
IMCV first

3.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IMCV, EDOW

Today

3.4%most shared, IMCV and EDOW

IMCVEDOW

IMCV—3.4%

EDOW3.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$175most kept, IMCV

IMCV$181 − $6 = $175

EDOW$118 − $50 = $68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee