IMCV vs SCHD

AIMCV

BSCHD

Measures won3–1IMCV wins · of 6 · 5Y

$10,000 · 5Y$16,585IMCV · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common12.9%IMCV and SCHD

IMCV

SCHD

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

+21.3%3 years · per year$17,852 · $17,266+20.0%

+10.6%5 years · per year$16,585 · $16,267+10.2%

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

1.87%12-mo yield$187 · $300 on $10k3.00%

−6.9%Worst dropSmaller wins−6.9%

11.5%VolatilityLower wins11.7%

3–1IMCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCV · SCHD

1.7%ADP2.9%

1.1%UPS2.0%

1.0%EOG1.8%

1.0%SLB1.8%

Held in common12.9%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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 SCHD

IMCV

iShares Morningstar Mid-Cap Value

$16,585

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIMCVSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.87%3.00%

5 years, per year+10.6%+10.2%

3 years, per year+21.3%+20.0%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y11.5%11.7%

3–1measures won
IMCV first

12.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IMCV, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IMCVSCHDVIG

IMCV—12.9%13.9%

SCHD12.9%—14.5%

VIG13.9%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IMCV$187 − $6 = $181

VIG$150 − $4 = $146

KeptFee

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