VO vs IMCB

AVO

BIMCB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,591IMCB · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common68.2%VO and IMCB

IMCB

Vanguard Morningstar Mid-Cap ETF · $103BiShares Morningstar Mid-Cap ETF · $1.7B

+18.9%3 years · per year$16,795 · $17,548+20.6%

+6.4%5 years · per year$13,616 · $14,591+7.8%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

1.39%12-mo yield$139 · $125 on $10k1.25%

−8.2%Worst dropSmaller wins−8.1%

12.9%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVO · IMCB

1.1%MPC0.7%

1.1%VLO0.7%

1.0%PSX0.7%

1.1%NET0.6%

Held in common68.2%

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	BIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.25%	−3.6%	+16.6%	+18.8%	+20.6%	+7.8%	−8.1%	$1.7B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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	BIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.25%	−3.6%	+16.6%	+18.8%	+20.6%	+7.8%	−8.1%	$1.7B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

VO vs IMCB

Vanguard Morningstar Mid-Cap

$13,616

IMCB

iShares Morningstar Mid-Cap

$14,591

MeasureVOIMCB

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.39%1.25%

5 years, per year+6.4%+7.8%

3 years, per year+18.9%+20.6%

Worst drop · 1Y−8.2%−8.1%

Volatility · 1Y12.9%13.4%

3–3measures won
level

68.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VO, IMCB

Today

68.2%most shared, VO and IMCB

VOIMCB

VO—68.2%

IMCB68.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IMCB$125 − $4 = $121

KeptFee

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