IMCG vs SPY

AIMCG

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · IMCG $12,642

Lowest cost0.06%IMCG · $6 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common12.7%IMCG and SPY

IMCG

SPY

iShares Morningstar Mid-Cap Growth ETF · $4.1BState Street SPDR S&P 500 ETF · $805B

+19.4%3 years · per year$17,030 · $18,174+22.0%

+4.8%5 years · per year$12,642 · $17,099+11.3%

0.06%Expense ratio$6 · $9 on $10k · lower wins0.09%

0.69%12-mo yield$69 · $103 on $10k1.03%

−10.6%Worst dropSmaller wins−8.9%

18.1%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCG · SPY

1.0%DELL0.2%

0.7%MPC0.2%

0.9%BNY0.2%

0.5%MRSH0.2%

Held in common12.7%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.69%	−4.8%	+12.9%	+11.5%	+19.4%	+4.8%	−10.6%	$4.1B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.69%	−4.8%	+12.9%	+11.5%	+19.4%	+4.8%	−10.6%	$4.1B

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

IMCG vs SPY

IMCG

iShares Morningstar Mid-Cap Growth

$12,642

SPY

SPDR S&P 500

$17,099

MeasureIMCGSPY

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield0.69%1.03%

5 years, per year+4.8%+11.3%

3 years, per year+19.4%+22.0%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y18.1%13.6%

5–1measures won
SPY first

12.7%

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: IMCG, SPY

Today

12.7%most shared, IMCG and SPY

IMCGSPY

IMCG—12.7%

SPY12.7%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IMCG$69 − $6 = $63

KeptFee

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