IMCV vs SPY

AIMCV

BSPY

Measures won4–2IMCV wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · IMCV $17,188

Lowest cost0.06%IMCV · $6 on $10k

Most income1.81%IMCV · $181 on $10k

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

Held in common14.1%IMCV and SPY

IMCV

SPY

iShares Morningstar Mid-Cap Value ETF · $1.3BState Street SPDR S&P 500 ETF · $805B

+23.1%3 years · per year$18,669 · $19,132+24.1%

+11.4%5 years · per year$17,188 · $18,060+12.6%

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

1.81%12-mo yield$181 · $99 on $10k0.99%

−6.9%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins12.9%

4–2IMCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCV · SPY

0.5%DELL0.2%

0.8%MPC0.2%

1.6%ADP0.2%

1.5%VLO0.2%

Held in common14.1%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk		0.06%	1.81%	+1.8%	+24.1%	+29.4%	+23.1%	+11.4%	−6.9%	$1.3B

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk		0.06%	1.81%	+1.8%	+24.1%	+29.4%	+23.1%	+11.4%	−6.9%	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IMCV vs SPY

IMCV

iShares Morningstar Mid-Cap Value

$17,188

SPY

SPDR S&P 500

$18,060

MeasureIMCVSPY

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield1.81%0.99%

5 years, per year+11.4%+12.6%

3 years, per year+23.1%+24.1%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y11.2%12.9%

4–2measures won
IMCV first

14.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IMCV, SPY

Today

14.1%most shared, IMCV and SPY

IMCVSPY

IMCV—14.1%

SPY14.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$175most kept, IMCV

IMCV$181 − $6 = $175

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee