IMCV vs SCHD

AIMCV

BSCHD

Measures won3–1IMCV wins · of 6 · 5Y

$10,000 · 5Y$17,188IMCV · SCHD $16,375

Lowest cost0.06%IMCV · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common12.8%IMCV and SCHD

IMCV

SCHD

iShares Morningstar Mid-Cap Value ETF · $1.3BSchwab U.S. Dividend Equity ETF · $120B

+23.1%3 years · per year$18,669 · $17,414+20.3%

+11.4%5 years · per year$17,188 · $16,375+10.4%

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

1.86%12-mo yield$186 · $298 on $10k2.98%

−6.9%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.7%

3–1IMCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCV · SCHD

1.6%ADP2.8%

1.2%UPS2.0%

1.0%EOG1.8%

1.0%SLB1.8%

Held in common12.8%

End-of-day Nov 5, 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%	1.86%	−2.3%	+24.1%	+29.4%	+23.1%	+11.4%	−6.9%	$1.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

End-of-day Nov 5, 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%	1.86%	−2.3%	+24.1%	+29.4%	+23.1%	+11.4%	−6.9%	$1.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

End-of-day Nov 5, 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

$17,188

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIMCVSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.86%2.98%

5 years, per year+11.4%+10.4%

3 years, per year+23.1%+20.3%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y11.2%11.7%

3–1measures won
IMCV first

12.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IMCV, SCHD, IWF

Today

12.8%most shared, IMCV and SCHD

IMCVSCHDIWF

IMCV—12.8%2.6%

SCHD12.8%—3.6%

IWF2.6%3.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IMCV$186 − $6 = $180

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee