IMCB vs MDY

AIMCB

BMDY

Measures won6–0IMCB wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IMCB $15,328

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common5.1%IMCB and MDY

IMCB

MDY

iShares Morningstar Mid-Cap ETF · $1.8BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B

+22.5%3 years · per year$18,362 · $16,442+18.0%

+8.9%5 years · per year$15,328 · $14,436+7.6%

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

1.21%12-mo yield$121 · $103 on $10k1.03%

−8.1%Worst dropSmaller wins−8.8%

12.9%VolatilityLower wins14.9%

6–0IMCB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCB · MDY

0.2%FTI0.8%

0.2%ATI0.7%

0.2%ENTG0.7%

0.2%UTHR0.7%

Held in common5.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk	0.04%	1.21%	+1.2%	+21.0%	+22.1%	+22.5%	+8.9%	−8.1%	$1.8B
3	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk	0.23%	1.03%	+0.6%	+13.6%	+16.0%	+18.0%	+7.6%	−8.8%	$26.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk	0.04%	1.21%	+1.2%	+21.0%	+22.1%	+22.5%	+8.9%	−8.1%	$1.8B
3	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk	0.23%	1.03%	+0.6%	+13.6%	+16.0%	+18.0%	+7.6%	−8.8%	$26.2B

End-of-day Nov 4, 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

$15,328

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,436

MeasureIMCBMDY

Fee0.04%0.23%

Cost on $10k a year$4$23

Yield1.21%1.03%

5 years, per year+8.9%+7.6%

3 years, per year+22.5%+18.0%

Worst drop · 1Y−8.1%−8.8%

Volatility · 1Y12.9%14.9%

6–0measures won
IMCB first

5.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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

Overlap: IMCB, MDY, VTV

Today

31.9%most shared, IMCB and VTV

IMCBMDYVTV

IMCB—5.1%31.9%

MDY5.1%—0.2%

VTV31.9%0.2%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IMCB$121 − $4 = $117

MDY$103 − $23 = $80

KeptFee

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