IMCG vs MDY

AIMCG

BMDY

Measures won2–4MDY wins · of 6 · 5Y

$10,000 · 5Y$13,735MDY · IMCG $12,653

Lowest cost0.06%IMCG · $6 on $10k

Most income1.06%MDY · $107 on $10k

Smallest drop−8.8%MDY · worst fall in 1Y

Held in common6.3%IMCG and MDY

IMCG

MDY

iShares Morningstar Mid-Cap Growth ETF · $3.9BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.6B

+19.5%3 years · per year$17,070 · $15,665+16.1%

+4.8%5 years · per year$12,653 · $13,735+6.6%

0.06%Expense ratio$6 · $23 on $10k · lower wins0.23%

0.69%12-mo yield$69 · $107 on $10k1.06%

−10.6%Worst dropSmaller wins−8.8%

18.1%VolatilityLower wins15.4%

2–4MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCG · MDY

0.3%ATI0.7%

0.3%RGLD0.7%

0.3%XPO0.6%

0.3%ENTG0.6%

Held in common6.3%

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

Both

5Y2 funds

#			Trend
1	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$26.6B
2	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.69%	+0.5%	+13.5%	+11.5%	+19.5%	+4.8%	−10.6%	$3.9B

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

Both

5Y2 funds

#			Trend
1	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$26.6B
2	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.69%	+0.5%	+13.5%	+11.5%	+19.5%	+4.8%	−10.6%	$3.9B

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

IMCG vs MDY

IMCG

iShares Morningstar Mid-Cap Growth

$12,653

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureIMCGMDY

Fee0.06%0.23%

Cost on $10k a year$6$23

Yield0.69%1.06%

5 years, per year+4.8%+6.6%

3 years, per year+19.5%+16.1%

Worst drop · 1Y−10.6%−8.8%

Volatility · 1Y18.1%15.4%

4–2measures won
MDY first

6.3%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: IMCG, MDY

Today

6.3%most shared, IMCG and MDY

IMCGMDY

IMCG—6.3%

MDY6.3%—

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

Income After Fees on $10,000

$84most kept, MDY

MDY$107 − $23 = $84

IMCG$69 − $6 = $63

KeptFee

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