Compare · 3 funds side by side · dividends reinvested

IMCV, SPYM and VOO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,429SPYM · best of the three

Story of the three · IncomeMost incomeIMCV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

IMCV, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.06%1.83%+22.6%+27.0%+20.5%+10.8%−6.9%11.6%$1.3B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: IMCV 2004 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Mid-Cap Value ETF · $1.3B$16,665

IMCV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,429

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

IMCV

More Ways to See the Pairs

IMCV vs SPYM: Top 5 Holdings

Today

IMCV

7.1%in top 5

SPYM

in top 527.3%

IMCVStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: IMCV, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IMCV0.06%$6

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

Yields: IMCV, SPYM, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

SPYM

+22.6%Year to dateJan 1 → Nov 10+10.9%

+27.0%1 yearTotal return+13.1%

+20.5%3 years · per year$10,000 became $17,491 · $17,936+21.5%

+10.8%5 years · per year$10,000 became $16,665 · $17,429+11.8%

0.06%Expense ratio$6 · $2 a year on $10k · lower is better0.02%

1.83%Trailing 12-mo yield$183 · $103 a year on $10k1.03%

−6.9%Worst dropSmaller is better−8.9%

11.6%VolatilityLower is calmer13.7%

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

5–3IMCV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

1.6%ADPnot top 5

1.4%VLOnot top 5

1.4%PSXnot top 5

1.3%MMMnot top 5

1.3%MRNAnot top 5

Held in common14.2%

End-of-day Nov 10, 2026 · share of each fund

IMCV vs SPYM Returns, Every Period

5Y

iSharesIMCV

+10.8%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

IMCVSPYMFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IMCV vs VOO

YTD

iSharesIMCV

+22.6%

VOOVanguard

+10.9%

+22.6%Year to date+10.9%

−6.9%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y13.7%

1.8%Yield1.1%

$1.3BAssets$1.00T

4–0IMCV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, IMCV

FundTrailing yieldYield$10k

IMCV1.83%$183

VOO1.08%$108

SPYM1.03%$103

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$177most kept, IMCV

IMCV$183 − $6 = $177

VOO$108 − $3 = $105

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IMCV, SPYM, VOO

Today

93.0%most shared, SPYM and VOO

IMCVSPYMVOO

IMCV—14.2%12.9%

SPYM14.2%—93.0%

VOO12.9%93.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+27.0%IMCV, at 11.6% volatility

IMCVWorst drop−6.9%11.6% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IMCVSPYM

+22.6%Year to date+10.9%

1.8%Yield1.0%

+27.0%Past year+13.1%

0.06%Fee0.02%

3–1IMCV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IMCV, SPYM and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three