IMCV vs SCHD

AIMCV

BSCHD

Measures won3–1IMCV wins · of 6 · 5Y

$10,000 · 5Y$16,584IMCV · SCHD $16,352

Lowest cost0.06%IMCV · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common12.7%IMCV and SCHD

IMCV

SCHD

iShares Morningstar Mid-Cap Value ETF · $1.3BSchwab U.S. Dividend Equity ETF · $121B

+22.6%3 years · per year$18,435 · $17,784+21.2%

+10.6%5 years · per year$16,584 · $16,352+10.3%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

1.85%12-mo yield$185 · $297 on $10k2.97%

−6.9%Worst dropSmaller wins−6.9%

11.1%VolatilityLower wins11.4%

3–1IMCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCV · SCHD

1.6%ADP2.8%

1.2%EOG1.9%

1.1%UPS1.9%

1.1%SLB1.8%

Held in common12.7%

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

Both

5Y2 funds

#			Trend
1	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
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 3, 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%	1.85%	−0.7%	+21.9%	+26.7%	+22.6%	+10.6%	−6.9%	$1.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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 SCHD

IMCV

iShares Morningstar Mid-Cap Value

$16,584

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureIMCVSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.85%2.97%

5 years, per year+10.6%+10.3%

3 years, per year+22.6%+21.2%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y11.1%11.4%

3–1measures won
IMCV first

12.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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

Overlap: IMCV, SCHD

Today

12.7%most shared, IMCV and SCHD

IMCVSCHD

IMCV—12.7%

SCHD12.7%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

IMCV$185 − $6 = $179

KeptFee

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