Compare IMCV and MDY | ETF Tracker

IMCV and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.06%1.85%+21.9%+26.7%+22.6%+10.6%−6.9%11.1%$1.3B1.0

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: IMCV 2004 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Mid-Cap Value ETF · $1.3B$16,584

IMCV

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,126

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

IMCVMeasureMDY

+21.9%Year to dateJan 1 → Nov 3+12.9%

+26.7%1 yearTotal return+15.3%

+22.6%3 years · per year$10,000 became $18,435 · $16,479+18.1%

+10.6%5 years · per year$10,000 became $16,584 · $14,126+7.2%

0.06%Expense ratio$6 · $23 a year on $10k · lower is better0.23%

1.85%Trailing 12-mo yield$185 · $104 a year on $10k1.04%

−6.9%Worst dropSmaller is better−8.8%

11.1%VolatilityLower is calmer14.9%

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

8–0IMCV wins

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

More Ways to See the Pairs

IMCV vs MDY: Top 5 Holdings

Today

IMCV

7.2%in top 5

MDY

in top 54.2%

IMCVStockMDY

1.6%ADPnot top 5

1.6%VLOnot top 5

1.5%PSXnot top 5

1.3%USBnot top 5

1.3%REGNnot top 5

not top 5OKTA1.1%

not top 5CASH_USD1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

Held in common3.7%

End-of-day Nov 3, 2026 · share of each fund

IMCV vs MDY Returns, Every Period

5Y

iSharesIMCV

+10.6%

5 years, per year

MDYSPDR

+7.2%

5 years, per year

IMCVMDYFaded: behind in that period

4–0IMCV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IMCV vs MDY

YTD

iSharesIMCV

+21.9%

MDYSPDR

+12.9%

+21.9%Year to date+12.9%

−6.9%Worst drop · 1Y−8.8%

11.1%Volatility · 1Y14.9%

1.8%Yield1.0%

$1.3BAssets$26.1B

4–0IMCV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCV, MDY

Today

0.06%lowest, IMCV

FundExpense ratioFee$10k

IMCV0.06%$6

MDY0.23%$23

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IMCV, MDY

1Y

1.85%highest, IMCV

FundTrailing yieldYield$10k

IMCV1.85%$185

MDY1.04%$104

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$179most kept, IMCV

IMCV$185 − $6 = $179

MDY$104 − $23 = $81

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IMCV, MDY

Today

3.7%most shared, IMCV and MDY

IMCVMDY

IMCV—3.7%

MDY3.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+26.7%IMCV, at 11.1% volatility

IMCVWorst drop−6.9%11.1% vol

MDYWorst drop−8.8%14.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IMCVMDY

+21.9%Year to date+12.9%

1.8%Yield1.0%

+26.7%Past year+15.3%

0.06%Fee0.23%

4–0IMCV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026