Which returned more over the last year, IMCB or VFMO?

In the year to Oct 20, 2026, with distributions reinvested, IMCB returned +19.2% and VFMO +13.2%.

Which is cheaper, IMCB or VFMO?

IMCB is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IMCB and VFMO overlap with the S&P 500?

By their latest filed holdings, 86% of IMCB and 43% of VFMO by weight is stocks the S&P 500 already holds.

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IMCB vs VFMO: Differences, Returns & Fees

IMCB and VFMO hold 19% of their weight in the same names, and IMCB returned +19.2% over the year. Net assets: $1.7bn on Oct 20, 2026 for iShares Morningstar Mid-Cap ETF, and $1.9bn on Sep 30, 2026 for Vanguard U.S. Momentum Factor ETF.

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Answers cite the figures on this page.

IMCB costs 0.09 points a year less; their one-year returns differ by 6.0 points; VFMO is 1.1 times larger.

IMCB vs VFMO: Differences, Returns & Fees
	IMCB	VFMO
Expense ratio	0.04%	0.13%
Net assets, as of Sep 30, 2026	$1.7bn	$1.9bn
Total return, 1 year	+19.2%	+13.2%
What it tracks	Morningstar US Mid Cap Index	No index, actively managed
Holdings in common	19%
Top ten holdings, share of the fund	7.9%	9.5%
Below its high	3.3%, high on Aug 14, 2026	11.5%, high on Jun 30, 2026

Holdings in common uses holdings dated May 31, 2026 and Oct 19, 2026.

+19.2%

IMCB total return, 1 year

+13.2%

VFMO total return, 1 year

0.04%

IMCB expense ratio

0.13%

VFMO expense ratio

What they hold in common

By the books each fund has filed, IMCB and VFMO hold 19% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Oct 19, 2026.

50%

half

19% in common

Positions both hold, largest shared weight first

Holding IMCB VFMO

MARATHON PETROLEUM 0.93% 0.71%

BANK OF NEW YORK MELLON CORP 0.67% 0.72%

PHILLIPS 66 0.81% 0.64%

GENERAL MOTORS 0.51% 0.67%

CUMMINS INC 0.50% 0.49%

FREEPORT MCMORAN INC 0.70% 0.46%

SLB 0.51% 0.45%

JOHNSON CONTROLS INTERNATIONAL PLC 0.63% 0.41%

NORTHROP GRUMMAN CORP 0.51% 0.38%

ROSS STORES INC 0.52% 0.35%

CSX 0.62% 0.34%

US BANCORP 0.63% 0.32%

Only in IMCB

AUTOMATIC DATA PROCESSING INC 0.80%

FORTINET 0.75%

SNOWFLAKE 0.74%

ELEVANCE HEALTH INC 0.63%

EMERSON ELECTRIC 0.63%

MARSH 0.63%

DATADOG INC CLASS A 0.60%

WILLIAMS 0.60%

Only in VFMO

Micron Technology Inc 1.36%

Intel Corp 1.25%

Advanced Micro Devices Inc 1.12%

Western Digital Corp 0.89%

Alphabet Inc 0.87%

KLA Corp 0.86%

Applied Materials Inc 0.82%

Lam Research Corp 0.82%

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On the same fields

IMCB

iShares Morningstar Mid-Cap ETF

VFMO

Vanguard U.S. Momentum Factor ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Vanguard

What it is Tracks an index Actively managed

Total return, 1 year +19.2% +13.2%

Its benchmark over the same days not measured +15.0% (IWV)

Gap to its benchmark not measured −1.9 pts vs IWV

Expense ratio 0.04% 0.13%

Already in the S&P 500 86.3% 43.4%

Holdings 394 704

Net assets, IMCB as of Oct 20, 2026 and VFMO as of Sep 30, 2026 $1.7bn $1.9bn

IMCB and VFMO on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.

About IMCB

IMCB tracks an index. Over the year to Oct 20, 2026 it returned +19.2% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer for Oct 19, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 394 positions, with the top ten at 7.9%. It sat 3.3% below its high of Aug 14, 2026 on Oct 20, 2026.

About VFMO

VFMO is actively managed and tracks no index. The prospectus expense ratio is 0.13% a year. By its holdings filed for May 31, 2026, 43% of the fund by weight is stocks the S&P 500 also holds, across 704 positions, with the top ten at 9.5%. It sat 11.5% below its high of Jun 30, 2026 on Oct 20, 2026.

Over the year to Oct 20, 2026 it returned +13.2% with distributions reinvested, against +15.0% for its benchmark, the Russell 3000 Index.

Questions people ask

Which returned more over the last year, IMCB or VFMO?: In the year to Oct 20, 2026, with distributions reinvested, IMCB returned +19.2% and VFMO +13.2%.
Which is cheaper, IMCB or VFMO?: IMCB is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IMCB and VFMO overlap with the S&P 500?: By their latest filed holdings, 86% of IMCB and 43% of VFMO by weight is stocks the S&P 500 already holds.

Other comparisons

COWG vs IMCB FSMD vs IMCB IMCB vs KOMP IMCB vs JMEE TMSL vs VFMO CGMM vs VFMO SPTM vs VFMO SCHM vs VFMO

IMCB on its own →VFMO on its own →Hold both: look the portfolio through →Rankings →IMCB dividend history →IMCB holdings →VFMO dividend history →VFMO holdings →Standards and sources →

Where these figures came from

IMCB filings on SEC EDGAR ↗IMCB prospectus with the expense ratio (SEC) ↗iShares page for IMCB ↗VFMO filings on SEC EDGAR ↗VFMO prospectus with the expense ratio (SEC) ↗Vanguard page for VFMO ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IMCB against VFMO, data as of Oct 20, 2026. https://etfiq.com/compare/any/imcb-vs-vfmo

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Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.