Compare · 3 funds side by side · dividends reinvested

IMCB, IVV and VTI

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeIMCB · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

IMCB, IVV and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.22%+19.5%+20.7%+19.8%+8.1%−8.1%13.5%$1.8B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.07%+11.2%+13.2%+21.2%+10.6%−8.9%13.9%$689B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: IMCB 2004 · IVV 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Mid-Cap ETF · $1.8B$14,792

IMCB

IVV

iShares Core S&P 500 ETF · $872B$17,414

$10,000 five years ago, dividends reinvested · they hold 19.8% in common

IMCBMeasure

More Ways to See the Pairs

IMCB vs IVV: Top 5 Holdings

Today

IMCB

3.7%in top 5

IVV

in top 527.3%

IMCBStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: IMCB, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

IMCB0.04%$4

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

Yields: IMCB, IVV, VTI

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.2%

ITOTiShares

+11.0%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

IVV

+19.5%Year to dateJan 1 → Nov 10+10.9%

+20.7%1 yearTotal return+13.0%

+19.8%3 years · per year$10,000 became $17,175 · $17,934+21.5%

+8.1%5 years · per year$10,000 became $14,792 · $17,414+11.7%

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

1.22%Trailing 12-mo yield$122 · $111 a year on $10k1.11%

−8.1%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.8%

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

5–3IMCB wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.8%ADPnot top 5

0.8%MPCnot top 5

0.7%VLOnot top 5

0.7%BNYnot top 5

0.7%PSXnot top 5

Held in common19.8%

End-of-day Nov 10, 2026 · share of each fund

IMCB vs IVV Returns, Every Period

5Y

iSharesIMCB

+8.1%

5 years, per year

IVViShares

+11.7%

5 years, per year

IMCBIVVFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IMCB vs IVV

YTD

iSharesIMCB

+19.5%

IVViShares

+10.9%

+19.5%Year to date+10.9%

−8.1%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.8%

1.2%Yield1.1%

$1.8BAssets$872B

4–0IMCB wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IMCB

FundTrailing yieldYield$10k

IMCB1.22%$122

IVV1.11%$111

VTI1.07%$107

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$118most kept, IMCB

IMCB$122 − $4 = $118

IVV$111 − $3 = $108

VTI$107 − $3 = $104

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IMCB, IVV, VTI

Today

86.1%most shared, IVV and VTI

IMCBIVVVTI

IMCB—19.8%19.0%

IVV19.8%—86.1%

VTI19.0%86.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.7%IMCB, at 13.5% volatility

IMCBWorst drop−8.1%13.5% vol

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IMCBVTI

+19.5%Year to date+11.2%

1.2%Yield1.1%

+20.7%Past year+13.2%

0.04%Fee0.03%

3–1IMCB wins

End-of-day Nov 10, 2026

+11.2%Year to date+11.0%

1.1%Yield1.0%

$689BAssets$95.3B

2–0VTI wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

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IMCB, IVV and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three