IMCB vs SPYM

AIMCB

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

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 common19.9%IMCB and SPYM

IMCB

SPYM

iShares Morningstar Mid-Cap ETF · $1.7BState Street SPDR Portfolio S&P 500 ETF · $178B

+20.4%3 years · per year$17,463 · $18,082+21.8%

+7.8%5 years · per year$14,592 · $17,192+11.4%

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

1.25%12-mo yield$125 · $105 on $10k1.05%

−8.1%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCB · SPYM

0.9%ADP0.2%

0.7%MPC0.2%

0.7%VLO0.2%

0.7%BNY0.2%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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 SPYM

IMCB

iShares Morningstar Mid-Cap

$14,592

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureIMCBSPYM

Fee0.04%0.02%

Cost on $10k a year$4$2

Yield1.25%1.05%

5 years, per year+7.8%+11.4%

3 years, per year+20.4%+21.8%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y13.4%13.6%

3–3measures won
level

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%

$178BAssets$778B

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$853B

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, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

IMCBSPYMIVV

IMCB—19.9%19.9%

SPYM19.9%—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

SPYM$105 − $2 = $103

KeptFee

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