IMCV vs VOO

AIMCV

BVOO

Measures won4–1IMCV wins · of 6 · 5Y

$10,000 · 5Y$17,188IMCV · VOO $17,156

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 · $18,224+22.1%

+11.4%5 years · per year$17,188 · $17,156+11.4%

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

1.81%12-mo yield$181 · $110 on $10k1.10%

−6.9%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.5%

4–1IMCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCV · VOO

0.4%DELL0.2%

1.4%VLO0.2%

0.8%MPC0.2%

1.6%ADP0.2%

Held in common12.9%

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%	1.81%	−2.3%	+24.1%	+29.4%	+23.1%	+11.4%	−6.9%	$1.3B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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%	1.81%	−2.3%	+24.1%	+29.4%	+23.1%	+11.4%	−6.9%	$1.3B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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 VOO

IMCV

iShares Morningstar Mid-Cap Value

$17,188

VOO

Vanguard S&P 500

$17,156

MeasureIMCVVOO

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.81%1.10%

5 years, per year+11.4%+11.4%

3 years, per year+23.1%+22.1%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y11.2%13.5%

4–1measures won
IMCV first

12.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IMCV, VOO, IVV

Today

93.5%most shared, VOO and IVV

IMCVVOOIVV

IMCV—12.9%14.1%

VOO12.9%—93.5%

IVV14.1%93.5%—

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

Income After Fees on $10,000

$175most kept, IMCV

IMCV$181 − $6 = $175

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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