IWR vs IMCB

AIWR

BIMCB

Measures won0–6IMCB wins · of 6 · 5Y

$10,000 · 5Y$14,949IMCB · IWR $14,220

Lowest cost0.04%IMCB · $4 on $10k

Most income1.22%IMCB · $122 on $10k

Smallest drop−8.1%IMCB · worst fall in 1Y

Held in common66.4%IWR and IMCB

IWR

IMCB

iShares Russell Mid-Cap ETF · $58.2BiShares Morningstar Mid-Cap ETF · $1.7B

+21.0%3 years · per year$17,698 · $18,206+22.1%

+7.3%5 years · per year$14,220 · $14,949+8.4%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

1.15%12-mo yield$115 · $122 on $10k1.22%

−8.2%Worst dropSmaller wins−8.1%

13.4%VolatilityLower wins12.8%

0–6IMCB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWR · IMCB

1.0%MPC0.9%

0.8%PSX0.8%

0.8%SNOW0.7%

0.7%NET0.6%

Held in common66.4%

End-of-day Nov 3, 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	BIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.22%	0.0%	+19.6%	+20.3%	+22.1%	+8.4%	−8.1%	$1.7B
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B

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

Both

5Y2 funds

#			Trend
1	BIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.22%	0.0%	+19.6%	+20.3%	+22.1%	+8.4%	−8.1%	$1.7B
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B

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

Cards for this view

IWR vs IMCB

IWR

iShares Russell Mid-Cap

$14,220

IMCB

iShares Morningstar Mid-Cap

$14,949

MeasureIWRIMCB

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.15%1.22%

5 years, per year+7.3%+8.4%

3 years, per year+21.0%+22.1%

Worst drop · 1Y−8.2%−8.1%

Volatility · 1Y13.4%12.8%

5–0measures won
IMCB first

66.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IWR, IMCB

Today

66.4%most shared, IWR and IMCB

IWRIMCB

IWR—66.4%

IMCB66.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IMCB

IMCB$122 − $4 = $118

IWR$115 − $18 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee