IMCV vs MDY

AIMCV

BMDY

Measures won6–0IMCV wins · of 6 · 5Y

$10,000 · 5Y$16,584IMCV · MDY $14,126

Lowest cost0.06%IMCV · $6 on $10k

Most income1.85%IMCV · $185 on $10k

Smallest drop−6.9%IMCV · worst fall in 1Y

Held in common3.7%IMCV and MDY

IMCV

MDY

iShares Morningstar Mid-Cap Value ETF · $1.3BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B

+22.6%3 years · per year$18,435 · $16,479+18.1%

+10.6%5 years · per year$16,584 · $14,126+7.2%

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

1.85%12-mo yield$185 · $104 on $10k1.04%

−6.9%Worst dropSmaller wins−8.8%

11.1%VolatilityLower wins14.9%

6–0IMCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCV · MDY

0.3%THC0.6%

0.3%PR0.6%

0.3%OVV0.6%

0.2%EWBC0.5%

Held in common3.7%

End-of-day Nov 3, 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	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk		0.06%	1.85%	−0.7%	+21.9%	+26.7%	+22.6%	+10.6%	−6.9%	$1.3B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.04%	+0.3%	+12.9%	+15.3%	+18.1%	+7.2%	−8.8%	$26.1B

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

Both

5Y2 funds

#			Trend
1	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk		0.06%	1.85%	−0.7%	+21.9%	+26.7%	+22.6%	+10.6%	−6.9%	$1.3B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.04%	+0.3%	+12.9%	+15.3%	+18.1%	+7.2%	−8.8%	$26.1B

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

Cards for this view

IMCV vs MDY

IMCV

iShares Morningstar Mid-Cap Value

$16,584

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,126

MeasureIMCVMDY

Fee0.06%0.23%

Cost on $10k a year$6$23

Yield1.85%1.04%

5 years, per year+10.6%+7.2%

3 years, per year+22.6%+18.1%

Worst drop · 1Y−6.9%−8.8%

Volatility · 1Y11.1%14.9%

6–0measures won
IMCV first

3.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IMCV, MDY

Today

3.7%most shared, IMCV and MDY

IMCVMDY

IMCV—3.7%

MDY3.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$179most kept, IMCV

IMCV$185 − $6 = $179

MDY$104 − $23 = $81

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee