IMCV vs VTV

AIMCV

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IMCV $16,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%IMCV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common27.8%IMCV and VTV

IMCV

VTV

iShares Morningstar Mid-Cap Value ETF · $1.3BVanguard Morningstar Value ETF · $184B

+21.3%3 years · per year$17,852 · $17,687+20.9%

+10.6%5 years · per year$16,585 · $17,585+12.0%

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

1.87%12-mo yield$187 · $187 on $10k1.87%

−6.9%Worst dropSmaller wins−6.4%

11.5%VolatilityLower wins10.7%

1–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCV · VTV

1.4%VLO0.4%

0.8%MPC0.4%

1.7%ADP0.4%

1.4%PSX0.4%

Held in common27.8%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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

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 VTV

IMCV

iShares Morningstar Mid-Cap Value

$16,585

VTV

Vanguard Morningstar Value

$17,585

MeasureIMCVVTV

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.87%1.87%

5 years, per year+10.6%+12.0%

3 years, per year+21.3%+20.9%

Worst drop · 1Y−6.9%−6.4%

Volatility · 1Y11.5%10.7%

4–1measures won
VTV first

27.8%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

Overlap: IMCV, VTV

Today

27.8%most shared, IMCV and VTV

IMCVVTV

IMCV—27.8%

VTV27.8%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IMCV$187 − $6 = $181

KeptFee

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