IMCV vs IWF

AIMCV

BIWF

Measures won6–0IMCV wins · of 6 · 5Y

$10,000 · 5Y$16,585IMCV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.87%IMCV · $187 on $10k

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

Held in common2.7%IMCV and IWF

IMCV

IWF

iShares Morningstar Mid-Cap Value ETF · $1.3BiShares Russell 1000 Growth ETF · $115B

+21.3%3 years · per year$17,852 · $17,022+19.4%

+10.6%5 years · per year$16,585 · $15,442+9.1%

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

1.87%12-mo yield$187 · $39 on $10k0.39%

−6.9%Worst dropSmaller wins−14.6%

11.5%VolatilityLower wins19.4%

6–0IMCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCV · IWF

0.5%SPG0.2%

0.3%ROST0.2%

0.4%TRGP0.2%

0.8%MPC0.2%

Held in common2.7%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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 IWF

IMCV

iShares Morningstar Mid-Cap Value

$16,585

IWF

iShares Russell 1000 Growth

$15,442

MeasureIMCVIWF

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield1.87%0.39%

5 years, per year+10.6%+9.1%

3 years, per year+21.3%+19.4%

Worst drop · 1Y−6.9%−14.6%

Volatility · 1Y11.5%19.4%

6–0measures won
IMCV first

2.7%

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: IMCV, IWF, VUG

Today

78.0%most shared, IWF and VUG

IMCVIWFVUG

IMCV—2.7%1.3%

IWF2.7%—78.0%

VUG1.3%78.0%—

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

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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