IMCV vs VIG

AIMCV

BVIG

Measures won4–2IMCV wins · of 6 · 5Y

$10,000 · 5Y$17,188IMCV · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.81%IMCV · $181 on $10k

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

Held in common13.9%IMCV and VIG

IMCV

VIG

iShares Morningstar Mid-Cap Value ETF · $1.3BVanguard Dividend Appreciation ETF · $109B

+23.1%3 years · per year$18,669 · $17,533+20.6%

+11.4%5 years · per year$17,188 · $17,005+11.2%

0.06%Expense ratio$6 · $4 on $10k · lower wins0.04%

1.81%12-mo yield$181 · $144 on $10k1.44%

−6.9%Worst dropSmaller wins−7.9%

11.2%VolatilityLower wins10.2%

4–2IMCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCV · VIG

1.6%ADP0.5%

1.5%PSX0.5%

0.5%BNY0.4%

0.5%EMR0.4%

Held in common13.9%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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 VIG

IMCV

iShares Morningstar Mid-Cap Value

$17,188

VIG

Vanguard Dividend Appreciation

$17,005

MeasureIMCVVIG

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield1.81%1.44%

5 years, per year+11.4%+11.2%

3 years, per year+23.1%+20.6%

Worst drop · 1Y−6.9%−7.9%

Volatility · 1Y11.2%10.2%

4–2measures won
IMCV first

13.9%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: IMCV, VIG

Today

13.9%most shared, IMCV and VIG

IMCVVIG

IMCV—13.9%

VIG13.9%—

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

VIG$144 − $4 = $140

KeptFee

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