Compare · 3 funds side by side · dividends reinvested

IMCB, MDY and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

IMCB, MDY and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.25%+16.6%+18.8%+20.6%+7.8%−8.1%13.4%$1.7B2.0

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.07%+9.2%+12.5%+16.1%+6.4%−8.8%15.4%$26.6B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IMCB 2004 · MDY 1995 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap ETF · $1.7B$14,591

IMCB

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.6B$13,655

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

IMCBMeasureMDY

+16.6%Year to dateJan 1 → Nov 5+9.2%

+18.8%1 yearTotal return+12.5%

+20.6%3 years · per year$10,000 became $17,548 · $15,655+16.1%

+7.8%5 years · per year$10,000 became $14,591 · $13,655+6.4%

0.04%Expense ratio$4 · $23 a year on $10k · lower is better0.23%

1.25%Trailing 12-mo yield$125 · $107 a year on $10k1.07%

−8.1%Worst dropSmaller is better−8.8%

13.4%VolatilityLower is calmer15.4%

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

8–0IMCB wins

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

More Ways to See the Pairs

IMCB vs MDY: Top 5 Holdings

Today

IMCB

3.7%in top 5

MDY

in top 53.6%

IMCBStockMDY

0.8%ADPnot top 5

not top 5CASH_USD0.8%

0.7%MPCnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

0.7%DELLnot top 5

0.7%VLOnot top 5

0.7%PSXnot top 5

not top 5ATI0.7%

not top 5USFD0.7%

Held in common5.1%

End-of-day Nov 5, 2026 · share of each fund

IMCB vs MDY Returns, Every Period

iSharesIMCB

+7.8%

5 years, per year

MDYSPDR

+6.4%

5 years, per year

IMCBMDYFaded: behind in that period

4–0IMCB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IMCB vs VTV

YTD

iSharesIMCB

+16.6%

VTVVanguard

+19.0%

+16.6%Year to date+19.0%

−8.1%Worst drop · 1Y−6.4%

13.4%Volatility · 1Y10.7%

1.3%Yield1.9%

$1.7BAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCB, MDY, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IMCB0.04%$4

MDY0.23%$23

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IMCB, MDY, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

IMCB1.25%$125

MDY1.07%$107

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IMCB$125 − $4 = $121

MDY$107 − $23 = $84

KeptFee

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

Overlap: IMCB, MDY, VTV

Today

31.9%most shared, IMCB and VTV

IMCBMDYVTV

IMCB—5.1%31.9%

MDY5.1%—0.2%

VTV31.9%0.2%—

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

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IMCBWorst drop−8.1%13.4% vol

MDYWorst drop−8.8%15.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIMCB

+19.0%Year to date+16.6%

1.9%Yield1.3%

+24.0%Past year+18.8%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

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