IMCV vs VOO

AIMCV

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · IMCV $17,188

Lowest cost0.03%VOO · $3 on $10k

Most income1.81%IMCV · $181 on $10k

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

Held in common12.9%IMCV and VOO

IMCV

VOO

iShares Morningstar Mid-Cap Value ETF · $1.3BVanguard S&P 500 ETF · $1.00T

+23.1%3 years · per year$18,669 · $19,172+24.2%

+11.4%5 years · per year$17,188 · $18,115+12.6%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

1.81%12-mo yield$181 · $105 on $10k1.05%

−6.9%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIMCV · VOO

0.5%DELL0.2%

1.5%VLO0.2%

0.8%MPC0.2%

1.6%ADP0.2%

Held in common12.9%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	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

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	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

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 VOO

IMCV

iShares Morningstar Mid-Cap Value

$17,188

VOO

Vanguard S&P 500

$18,115

MeasureIMCVVOO

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.81%1.05%

5 years, per year+11.4%+12.6%

3 years, per year+23.1%+24.2%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y11.2%12.8%

3–3measures won
level

12.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IMCV, VOO

Today

12.9%most shared, IMCV and VOO

IMCVVOO

IMCV—12.9%

VOO12.9%—

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

VOO$105 − $3 = $102

KeptFee

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