Compare · 3 funds side by side · dividends reinvested

IMCB, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

IMCB, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.6

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.21%+21.0%+22.1%+22.5%+8.9%−8.1%12.9%$1.8B1.9

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%$805B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: IMCB 2004 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

IMCB

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

IMCBMeasureSPYM

+21.0%Year to dateJan 1 → Nov 4+13.4%

+22.1%1 yearTotal return+13.5%

+22.5%3 years · per year$10,000 became $18,362 · $19,186+24.3%

+8.9%5 years · per year$10,000 became $15,328 · $18,126+12.6%

0.04%Expense ratio$4 · $2 a year on $10k · lower is better0.02%

1.21%Trailing 12-mo yield$121 · $101 a year on $10k1.01%

−8.1%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer12.8%

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

4–4Level

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 SPYM: Top 5 Holdings

Today

IMCB

3.9%in top 5

SPYM

in top 527.3%

IMCBStockSPYM

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 SPYM Returns, Every Period

iSharesIMCB

+8.9%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

IMCBSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: IMCB vs SPYM

YTD

iSharesIMCB

+21.0%

SPYMSPDR

+13.4%

+21.0%Year to date+13.4%

−8.1%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y12.8%

1.2%Yield1.0%

$1.8BAssets$182B

3–1IMCB wins

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

Cost, Income and Risk

Fees: IMCB, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IMCB0.04%$4

SPY0.09%$9

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

Yields: IMCB, SPYM, SPY

1.21%highest, IMCB

FundTrailing yieldYield$10k

IMCB1.21%$121

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$117most kept, IMCB

IMCB$121 − $4 = $117

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: IMCB, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

IMCBSPYMSPY

IMCB—19.7%19.7%

SPYM19.7%—99.8%

SPY19.7%99.8%—

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

Return vs Bumpiness: 3 ETFs

+22.1%IMCB, at 12.9% volatility

SPYMWorst drop−8.9%12.8% vol

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

IMCBSPYM

+21.0%Year to date+13.4%

1.2%Yield1.0%

+22.1%Past year+13.5%

0.04%Fee0.02%

3–1IMCB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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