IMCV vs IJH

AIMCV

BIJH

Measures won5–1IMCV wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IMCV $16,584

Lowest cost0.03%VOO · $3 on $10k

Most income1.85%IMCV · $185 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 · $125B

+22.6%3 years · per year$18,435 · $16,625+18.5%

+10.6%5 years · per year$16,584 · $14,303+7.4%

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

1.85%12-mo yield$185 · $122 on $10k1.22%

−6.9%Worst dropSmaller wins−8.8%

11.1%VolatilityLower wins15.0%

5–1IMCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCV · IJH

0.3%THC0.6%

0.3%PR0.6%

0.3%OVV0.6%

0.2%EWBC0.5%

Held in common3.7%

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	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk	0.06%	1.85%	−0.7%	+21.9%	+26.7%	+22.6%	+10.6%	−6.9%	$1.3B
3	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk	0.06%	1.85%	−0.7%	+21.9%	+26.7%	+22.6%	+10.6%	−6.9%	$1.3B
3	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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

IMCV vs IJH

IMCV

iShares Morningstar Mid-Cap Value

$16,584

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureIMCVIJH

Fee0.06%0.05%

Cost on $10k a year$6$5

Yield1.85%1.22%

5 years, per year+10.6%+7.4%

3 years, per year+22.6%+18.5%

Worst drop · 1Y−6.9%−8.8%

Volatility · 1Y11.1%15.0%

5–1measures won
IMCV first

3.7%

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: IMCV, IJH, VOO

Today

12.9%most shared, IMCV and VOO

IMCVIJHVOO

IMCV—3.7%12.9%

IJH3.7%—0.1%

VOO12.9%0.1%—

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

Income After Fees on $10,000

$179most kept, IMCV

IMCV$185 − $6 = $179

IJH$122 − $5 = $117

VOO$107 − $3 = $104

KeptFee

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