IMCB vs SPYM

AIMCB

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IMCB $14,591

Lowest cost0.02%SPYM · $2 on $10k

Most income1.25%IMCB · $125 on $10k

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

Held in common19.7%IMCB and SPYM

IMCB

SPYM

iShares Morningstar Mid-Cap ETF · $1.8BState Street SPDR Portfolio S&P 500 ETF · $182B

+20.6%3 years · per year$17,548 · $18,222+22.1%

+7.8%5 years · per year$14,591 · $17,164+11.4%

0.04%Expense ratio$4 · $2 on $10k · lower wins0.02%

1.25%12-mo yield$125 · $106 on $10k1.06%

−8.1%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIMCB · SPYM

0.8%ADP0.2%

0.7%DELL0.2%

0.7%MPC0.2%

0.7%VLO0.2%

Held in common19.7%

End-of-day Nov 5, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.25%	−3.6%	+16.6%	+18.8%	+20.6%	+7.8%	−8.1%	$1.8B

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AIMCB	iShares Morningstar Mid-Cap ETFRead Desk		0.04%	1.25%	−3.6%	+16.6%	+18.8%	+20.6%	+7.8%	−8.1%	$1.8B

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

Cards for this view

IMCB vs SPYM

IMCB

iShares Morningstar Mid-Cap

$14,591

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureIMCBSPYM

Fee0.04%0.02%

Cost on $10k a year$4$2

Yield1.25%1.06%

5 years, per year+7.8%+11.4%

3 years, per year+20.6%+22.1%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y13.4%13.6%

3–3measures won
level

19.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IMCB, SPYM

Today

19.7%most shared, IMCB and SPYM

IMCBSPYM

IMCB—19.7%

SPYM19.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IMCB

IMCB$125 − $4 = $121

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee