Compare · 3 funds side by side · dividends reinvested

IMCB, SPY and IVV

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

02 / 04

IMCB, SPY and IVV, 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%$1.7B1.6

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%$850B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.5

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 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IMCB

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

IMCBMeasureSPY

+16.6%Year to dateJan 1 → Nov 6+8.7%

+17.9%1 yearTotal return+9.7%

+20.4%3 years · per year$10,000 became $17,463 · $18,039+21.7%

+7.8%5 years · per year$10,000 became $14,592 · $17,118+11.3%

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

1.25%Trailing 12-mo yield$125 · $103 a year on $10k1.03%

−8.1%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.6%

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

6–2IMCB 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 SPY: Top 5 Holdings

Today

IMCB

3.7%in top 5

SPY

in top 527.8%

IMCBStockSPY

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 SPY Returns, Every Period

iSharesIMCB

+7.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IMCBSPYFaded: 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$850B

4–0IMCB wins

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

Cost, Income and Risk

Fees: IMCB, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IMCB0.04%$4

SPY0.09%$9

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

Yields: IMCB, SPY, IVV

1.25%highest, IMCB

FundTrailing yieldYield$10k

IMCB1.25%$125

IVV1.14%$114

SPY1.03%$103

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

SPY$103 − $9 = $94

KeptFee

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

Overlap: IMCB, SPY, IVV

Today

99.9%most shared, SPY and IVV

IMCBSPYIVV

IMCB—19.9%19.9%

SPY19.9%—99.9%

IVV19.9%99.9%—

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

SPYWorst drop−8.9%13.6% 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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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