IMCV vs IWR

AIMCV

BIWR

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 common45.1%IMCV and IWR

IMCV

IWR

iShares Morningstar Mid-Cap Value ETF · $1.3BiShares Russell Mid-Cap ETF · $56.9B

+21.3%3 years · per year$17,852 · $16,955+19.2%

+10.6%5 years · per year$16,585 · $13,924+6.8%

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

1.87%12-mo yield$187 · $118 on $10k1.18%

−6.9%Worst dropSmaller wins−8.2%

11.5%VolatilityLower wins13.8%

6–0IMCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCV · IWR

0.8%MPC0.8%

1.4%PSX0.7%

1.2%MRNA0.7%

0.9%KMB0.5%

Held in common45.1%

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	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

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	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

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 IWR

IMCV

iShares Morningstar Mid-Cap Value

$16,585

IWR

iShares Russell Mid-Cap

$13,924

MeasureIMCVIWR

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield1.87%1.18%

5 years, per year+10.6%+6.8%

3 years, per year+21.3%+19.2%

Worst drop · 1Y−6.9%−8.2%

Volatility · 1Y11.5%13.8%

6–0measures won
IMCV first

45.1%

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, IWR, VUG

Today

45.1%most shared, IMCV and IWR

IMCVIWRVUG

IMCV—45.1%1.3%

IWR45.1%—7.0%

VUG1.3%7.0%—

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

IWR$118 − $18 = $100

VUG$42 − $3 = $39

KeptFee

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