IMCB vs SPY

AIMCB

BSPY

Measures won3–2IMCB wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · IMCB $15,328

Lowest cost0.04%IMCB · $4 on $10k

Most income1.21%IMCB · $121 on $10k

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

Held in common19.7%IMCB and SPY

IMCB

SPY

iShares Morningstar Mid-Cap ETF · $1.8BState Street SPDR S&P 500 ETF · $805B

+22.5%3 years · per year$18,362 · $19,132+24.1%

+8.9%5 years · per year$15,328 · $18,060+12.6%

0.04%Expense ratio$4 · $9 on $10k · lower wins0.09%

1.21%12-mo yield$121 · $99 on $10k0.99%

−8.1%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins12.9%

3–2IMCB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCB · SPY

0.8%DELL0.2%

0.8%MPC0.2%

0.8%ADP0.2%

0.8%VLO0.2%

Held in common19.7%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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

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 SPY

IMCB

iShares Morningstar Mid-Cap

$15,328

SPY

SPDR S&P 500

$18,060

MeasureIMCBSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield1.21%0.99%

5 years, per year+8.9%+12.6%

3 years, per year+22.5%+24.1%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y12.9%12.9%

3–2measures won
IMCB first

19.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM 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, SPY

Today

19.7%most shared, IMCB and SPY

IMCBSPY

IMCB—19.7%

SPY19.7%—

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

Income After Fees on $10,000

$117most kept, IMCB

IMCB$121 − $4 = $117

SPY$99 − $9 = $90

KeptFee

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