Compare · 2 funds side by side · dividends reinvested

IMCB and MDY

IMCBiShares×MDYSPDR×
$7.5k$10k$12.5k$15k$17.5kLow $7,915 · 2022IMCB$14,949MDY$14,126Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,949IMCB · best of the two
02 / 04

IMCB and MDY, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.22%+19.6%+20.3%+22.1%+8.4%−8.1%12.8%$1.7B1.0
State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.04%+12.9%+15.3%+18.1%+7.2%−8.8%14.9%$26.1B2.0
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 3, 2026 · returns include dividends · since: IMCB 2004 · MDY 1995
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares Morningstar Mid-Cap ETF · $1.7B$14,949
IMCB
MDY
State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,126

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

IMCBMeasureMDY
+19.6%Year to dateJan 1 → Nov 3+12.9%
+20.3%1 yearTotal return+15.3%
+22.1%3 years · per year$10,000 became $18,206 · $16,479+18.1%
+8.4%5 years · per year$10,000 became $14,949 · $14,126+7.2%
0.04%Expense ratio$4 · $23 a year on $10k · lower is better0.23%
1.22%Trailing 12-mo yield$122 · $104 a year on $10k1.04%
−8.1%Worst dropSmaller is better−8.8%
12.8%VolatilityLower is calmer14.9%
IMCBMDY Winner of the row, in its colourEach row: the bigger of the two fills its side
8–0IMCB wins
End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

IMCB vs MDY: Top 5 Holdings

Today
IMCB
4.1%in top 5
MDY
in top 54.2%
IMCBStockMDY
not top 5OKTA1.1%
not top 5CASH_USD1.0%
0.9%MPCnot top 5
0.8%DELLnot top 5
0.8%ADPnot top 5
0.8%VLOnot top 5
0.8%PSXnot top 5
not top 5FTI0.8%
not top 5UTHR0.7%
not top 5ENTG0.7%
Held in common5.0%
End-of-day Nov 3, 2026 · share of each fund
@TheETFTracker·theetftracker.com

IMCB vs MDY Returns, Every Period

5Y
iSharesIMCB
+8.4%
5 years, per year
MDYSPDR
+7.2%
5 years, per year
0%+10%+20%+30%+19.6%+12.9%YTD+20.3%+15.3%1 year+22.1%+18.1%3 yrs · yr+8.4%+7.2%5 yrs · yr
IMCBMDYFaded: behind in that period
4–0IMCB wins
End-of-day Nov 3, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

IMCB vs MDY

YTD
iSharesIMCB
+19.6%
MDYSPDR
+12.9%
Jan 1Nov 3+19.6%+12.9%
+19.6%Year to date+12.9%
−8.1%Worst drop · 1Y−8.8%
12.8%Volatility · 1Y14.9%
1.2%Yield1.0%
$1.7BAssets$26.1B
4–0IMCB wins
End-of-day Nov 3, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: IMCB, MDY

Today
0.04%lowest, IMCB
FundExpense ratioFee$10k
IMCB0.04%$4
MDY0.23%$23
End-of-day Nov 3, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: IMCB, MDY

1Y
1.22%highest, IMCB
FundTrailing yieldYield$10k
IMCB1.22%$122
MDY1.04%$104
End-of-day Nov 3, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$118most kept, IMCB
IMCB$122 − $4 = $118
MDY$104 − $23 = $81
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: IMCB, MDY

Today
5.0%most shared, IMCB and MDY
IMCBMDY
IMCB—5.0%
MDY5.0%—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+20.3%IMCB, at 12.8% volatility
0%+10%+20%+30%5%10%15%20%Volatility · 1 year → bumpierIMCB +20.3%MDY +15.3%
IMCBWorst drop−8.1%12.8% vol
MDYWorst drop−8.8%14.9% vol
End-of-day Nov 3, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
IMCBMDY
Jan 1Nov 3+19.6%+12.9%
+19.6%Year to date+12.9%
1.2%Yield1.0%
+20.3%Past year+15.3%
0.04%Fee0.23%
4–0IMCB wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+32.8%
VIGVanguard
+14.0%
Jan 1Nov 3+32.8%+14.0%
+32.8%Year to date+14.0%
3.0%Yield1.5%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.5%
SPYSPDR
+11.5%
Jan 1Nov 3+11.5%+11.5%
+11.5%Year to date+11.5%
1.0%Yield1.0%
$185BAssets$798B
0–0level
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com