IMCV vs IWR

AIMCV

BIWR

Measures won6–0IMCV wins · of 6 · 5Y

$10,000 · 5Y$17,188IMCV · IWR $14,596

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 common44.5%IMCV and IWR

IMCV

IWR

iShares Morningstar Mid-Cap Value ETF · $1.3BiShares Russell Mid-Cap ETF · $58.8B

+23.1%3 years · per year$18,669 · $17,790+21.2%

+11.4%5 years · per year$17,188 · $14,596+7.9%

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

1.81%12-mo yield$181 · $114 on $10k1.14%

−6.9%Worst dropSmaller wins−8.2%

11.2%VolatilityLower wins13.4%

6–0IMCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCV · IWR

0.8%MPC0.9%

1.5%PSX0.8%

1.1%MRNA0.6%

1.0%HPE0.5%

Held in common44.5%

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B

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 IWR

IMCV

iShares Morningstar Mid-Cap Value

$17,188

IWR

iShares Russell Mid-Cap

$14,596

MeasureIMCVIWR

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield1.81%1.14%

5 years, per year+11.4%+7.9%

3 years, per year+23.1%+21.2%

Worst drop · 1Y−6.9%−8.2%

Volatility · 1Y11.2%13.4%

6–0measures won
IMCV first

44.5%

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, IWR

Today

44.5%most shared, IMCV and IWR

IMCVIWR

IMCV—44.5%

IWR44.5%—

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

IWR$114 − $18 = $96

KeptFee

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