IMCV vs VUG

AIMCV

BVUG

Measures won4–2IMCV wins · of 6 · 5Y

$10,000 · 5Y$16,585IMCV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.87%IMCV · $187 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

+21.3%3 years · per year$17,852 · $18,415+22.6%

+10.6%5 years · per year$16,585 · $16,124+10.0%

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

1.87%12-mo yield$187 · $42 on $10k0.42%

−6.9%Worst dropSmaller wins−15.1%

11.5%VolatilityLower wins19.0%

4–2IMCV wins

$10,000 · 5 yearsAll three, one 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 6, 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%	1.87%	−0.7%	+20.4%	+25.4%	+21.3%	+10.6%	−6.9%	$1.3B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 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%	1.87%	−0.7%	+20.4%	+25.4%	+21.3%	+10.6%	−6.9%	$1.3B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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 VUG

IMCV

iShares Morningstar Mid-Cap Value

$16,585

VUG

Vanguard Morningstar Growth

$16,124

MeasureIMCVVUG

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.87%0.42%

5 years, per year+10.6%+10.0%

3 years, per year+21.3%+22.6%

Worst drop · 1Y−6.9%−15.1%

Volatility · 1Y11.5%19.0%

4–2measures won
IMCV first

1.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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, VUG, IWF

Today

78.0%most shared, VUG and IWF

IMCVVUGIWF

IMCV—1.3%2.7%

VUG1.3%—78.0%

IWF2.7%78.0%—

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

Income After Fees on $10,000

$181most kept, IMCV

IMCV$187 − $6 = $181

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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