Compare · 3 funds side by side · dividends reinvested

IMCB, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

IMCB, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.25%+16.6%+17.9%+20.4%+7.8%−8.1%13.4%$1.7B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IMCB 2004 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap ETF · $1.7B$14,592

IMCB

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 19.9% in common

IMCBMeasureIVV

+16.6%Year to dateJan 1 → Nov 6+8.7%

+17.9%1 yearTotal return+9.8%

+20.4%3 years · per year$10,000 became $17,463 · $18,084+21.8%

+7.8%5 years · per year$10,000 became $14,592 · $17,177+11.4%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.25%Trailing 12-mo yield$125 · $114 a year on $10k1.14%

−8.1%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.6%

IMCBIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3IMCB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IMCB vs IVV: Top 5 Holdings

Today

IMCB

3.7%in top 5

IVV

in top 527.8%

IMCBStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.9%ADPnot top 5

0.7%MPCnot top 5

0.7%VLOnot top 5

0.7%MRSHnot top 5

0.7%BNYnot top 5

Held in common19.9%

End-of-day Nov 6, 2026 · share of each fund

IMCB vs IVV Returns, Every Period

iSharesIMCB

+7.8%

5 years, per year

IVViShares

+11.4%

5 years, per year

IMCBIVVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IMCB vs IVV

YTD

iSharesIMCB

+16.6%

IVViShares

+8.7%

+16.6%Year to date+8.7%

−8.1%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.6%

1.3%Yield1.1%

$1.7BAssets$853B

4–0IMCB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCB, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

IMCB0.04%$4

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IMCB, IVV, VOO

1.25%highest, IMCB

FundTrailing yieldYield$10k

IMCB1.25%$125

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IMCB

IMCB$125 − $4 = $121

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IMCB, IVV, VOO

Today

92.2%most shared, IVV and VOO

IMCBIVVVOO

IMCB—19.9%18.5%

IVV19.9%—92.2%

VOO18.5%92.2%—

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

Return vs Bumpiness: 3 ETFs

+17.9%IMCB, at 13.4% volatility

IMCBWorst drop−8.1%13.4% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IMCBIVV

+16.6%Year to date+8.7%

1.3%Yield1.1%

+17.9%Past year+9.8%

0.04%Fee0.03%

3–1IMCB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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