IMCV vs IJH

AIMCV

BIJH

Measures won5–1IMCV wins · of 6 · 5Y

$10,000 · 5Y$16,585IMCV · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.87%IMCV · $187 on $10k

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

Held in common3.7%IMCV and IJH

IMCV

IJH

iShares Morningstar Mid-Cap Value ETF · $1.3BiShares Core S&P Mid-Cap ETF · $121B

+21.3%3 years · per year$17,852 · $15,806+16.5%

+10.6%5 years · per year$16,585 · $13,830+6.7%

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

1.87%12-mo yield$187 · $125 on $10k1.25%

−6.9%Worst dropSmaller wins−8.8%

11.5%VolatilityLower wins15.5%

5–1IMCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCV · IJH

0.3%THC0.7%

0.2%EWBC0.5%

0.2%PFGC0.5%

0.2%OVV0.5%

Held in common3.7%

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	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk		0.06%	1.87%	−0.7%	+20.4%	+25.4%	+21.3%	+10.6%	−6.9%	$1.3B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk		0.06%	1.87%	−0.7%	+20.4%	+25.4%	+21.3%	+10.6%	−6.9%	$1.3B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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

IMCV vs IJH

IMCV

iShares Morningstar Mid-Cap Value

$16,585

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureIMCVIJH

Fee0.06%0.05%

Cost on $10k a year$6$5

Yield1.87%1.25%

5 years, per year+10.6%+6.7%

3 years, per year+21.3%+16.5%

Worst drop · 1Y−6.9%−8.8%

Volatility · 1Y11.5%15.5%

5–1measures won
IMCV first

3.7%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IMCV, IJH

Today

3.7%most shared, IMCV and IJH

IMCVIJH

IMCV—3.7%

IJH3.7%—

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

Income After Fees on $10,000

$181most kept, IMCV

IMCV$187 − $6 = $181

IJH$125 − $5 = $120

KeptFee

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