IMCV vs VUG

AIMCV

BVUG

Measures won5–1IMCV wins · of 6 · 5Y

$10,000 · 5Y$17,188IMCV · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.81%IMCV · $181 on $10k

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

Held in common1.3%IMCV and VUG

IMCV

VUG

iShares Morningstar Mid-Cap Value ETF · $1.3BVanguard Morningstar Growth ETF · $233B

+23.1%3 years · per year$18,669 · $18,532+22.8%

+11.4%5 years · per year$17,188 · $16,052+9.9%

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

1.81%12-mo yield$181 · $43 on $10k0.43%

−6.9%Worst dropSmaller wins−15.1%

11.2%VolatilityLower wins19.0%

5–1IMCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCV · VUG

0.4%DELL0.2%

0.4%TRGP0.2%

0.5%WDAY0.1%

0.2%YUM0.1%

Held in common1.3%

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

Both

5Y2 funds

#			Trend
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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%	−2.3%	+24.1%	+29.4%	+23.1%	+11.4%	−6.9%	$1.3B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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 VUG

IMCV

iShares Morningstar Mid-Cap Value

$17,188

VUG

Vanguard Morningstar Growth

$16,052

MeasureIMCVVUG

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.81%0.43%

5 years, per year+11.4%+9.9%

3 years, per year+23.1%+22.8%

Worst drop · 1Y−6.9%−15.1%

Volatility · 1Y11.2%19.0%

5–1measures won
IMCV first

1.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IMCV, VUG

Today

1.3%most shared, IMCV and VUG

IMCVVUG

IMCV—1.3%

VUG1.3%—

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

VUG$43 − $3 = $40

KeptFee

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