IMCB vs SPY

AIMCB

BSPY

Measures won4–2IMCB wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.25%IMCB · $125 on $10k

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

Held in common19.9%IMCB and SPY

IMCB

SPY

iShares Morningstar Mid-Cap ETF · $1.7BState Street SPDR S&P 500 ETF · $819B

+20.4%3 years · per year$17,463 · $18,039+21.7%

+7.8%5 years · per year$14,592 · $17,118+11.3%

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

1.25%12-mo yield$125 · $103 on $10k1.03%

−8.1%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

4–2IMCB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCB · SPY

0.9%ADP0.2%

0.7%MPC0.2%

0.7%VLO0.2%

0.7%MRSH0.2%

Held in common19.9%

End-of-day Nov 6, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk	0.04%	1.25%	0.0%	+16.6%	+17.9%	+20.4%	+7.8%	−8.1%	$1.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk	0.04%	1.25%	0.0%	+16.6%	+17.9%	+20.4%	+7.8%	−8.1%	$1.7B

End-of-day Nov 6, 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

$14,592

SPY

SPDR S&P 500

$17,118

MeasureIMCBSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield1.25%1.03%

5 years, per year+7.8%+11.3%

3 years, per year+20.4%+21.7%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y13.4%13.6%

4–2measures won
IMCB first

19.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IMCB, SPY, IVV

Today

99.9%most shared, SPY and IVV

IMCBSPYIVV

IMCB—19.9%19.9%

SPY19.9%—99.9%

IVV19.9%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IMCB

IMCB$125 − $4 = $121

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee