IMCB vs MDY

AIMCB

BMDY

Measures won6–0IMCB wins · of 6 · 5Y

$10,000 · 5Y$14,949IMCB · MDY $14,126

Lowest cost0.04%IMCB · $4 on $10k

Most income1.22%IMCB · $122 on $10k

Smallest drop−8.1%IMCB · worst fall in 1Y

Held in common5.0%IMCB and MDY

IMCB

MDY

iShares Morningstar Mid-Cap ETF · $1.7BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B

+22.1%3 years · per year$18,206 · $16,479+18.1%

+8.4%5 years · per year$14,949 · $14,126+7.2%

0.04%Expense ratio$4 · $23 on $10k · lower wins0.23%

1.22%12-mo yield$122 · $104 on $10k1.04%

−8.1%Worst dropSmaller wins−8.8%

12.8%VolatilityLower wins14.9%

6–0IMCB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCB · MDY

0.2%FTI0.8%

0.2%ENTG0.7%

0.2%USFD0.6%

0.2%UTHR0.7%

Held in common5.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.22%	0.0%	+19.6%	+20.3%	+22.1%	+8.4%	−8.1%	$1.7B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.04%	+0.3%	+12.9%	+15.3%	+18.1%	+7.2%	−8.8%	$26.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.22%	0.0%	+19.6%	+20.3%	+22.1%	+8.4%	−8.1%	$1.7B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.04%	+0.3%	+12.9%	+15.3%	+18.1%	+7.2%	−8.8%	$26.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IMCB vs MDY

IMCB

iShares Morningstar Mid-Cap

$14,949

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,126

MeasureIMCBMDY

Fee0.04%0.23%

Cost on $10k a year$4$23

Yield1.22%1.04%

5 years, per year+8.4%+7.2%

3 years, per year+22.1%+18.1%

Worst drop · 1Y−8.1%−8.8%

Volatility · 1Y12.8%14.9%

6–0measures won
IMCB first

5.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: IMCB, MDY

Today

5.0%most shared, IMCB and MDY

IMCBMDY

IMCB—5.0%

MDY5.0%—

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

Income After Fees on $10,000

$118most kept, IMCB

IMCB$122 − $4 = $118

MDY$104 − $23 = $81

KeptFee

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