Compare IMCB and SPY | ETF Tracker

IMCB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.21%+21.0%+22.1%+22.5%+8.9%−8.1%12.9%$1.8B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IMCB 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Mid-Cap ETF · $1.8B$15,328

IMCB

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 19.7% in common

IMCBMeasureSPY

+21.0%Year to dateJan 1 → Nov 4+13.3%

+22.1%1 yearTotal return+13.4%

+22.5%3 years · per year$10,000 became $18,362 · $19,132+24.1%

+8.9%5 years · per year$10,000 became $15,328 · $18,060+12.6%

0.04%Expense ratio$4 · $9 a year on $10k · lower is better0.09%

1.21%Trailing 12-mo yield$121 · $99 a year on $10k0.99%

−8.1%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer12.9%

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

5–2IMCB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IMCB vs SPY: Top 5 Holdings

Today

IMCB

3.9%in top 5

SPY

in top 527.3%

IMCBStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.8%MPCnot top 5

0.8%ADPnot top 5

0.8%DELLnot top 5

0.8%VLOnot top 5

0.7%PSXnot top 5

Held in common19.7%

End-of-day Nov 4, 2026 · share of each fund

IMCB vs SPY Returns, Every Period

5Y

iSharesIMCB

+8.9%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

IMCBSPYFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IMCB vs SPY

YTD

iSharesIMCB

+21.0%

SPYSPDR

+13.3%

+21.0%Year to date+13.3%

−8.1%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y12.9%

1.2%Yield1.0%

$1.8BAssets$805B

3–0IMCB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCB, SPY

Today

0.04%lowest, IMCB

FundExpense ratioFee$10k

IMCB0.04%$4

SPY0.09%$9

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IMCB, SPY

1Y

1.21%highest, IMCB

FundTrailing yieldYield$10k

IMCB1.21%$121

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IMCB

IMCB$121 − $4 = $117

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IMCB, SPY

Today

19.7%most shared, IMCB and SPY

IMCBSPY

IMCB—19.7%

SPY19.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.1%IMCB, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

IMCBWorst drop−8.1%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IMCBSPY

+21.0%Year to date+13.3%

1.2%Yield1.0%

+22.1%Past year+13.4%

0.04%Fee0.09%

4–0IMCB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026