IMCV vs SPY

AIMCV

BSPY

Measures won4–2IMCV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.87%IMCV · $187 on $10k

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

Held in common14.4%IMCV and SPY

IMCV

SPY

iShares Morningstar Mid-Cap Value ETF · $1.3BState Street SPDR S&P 500 ETF · $819B

+21.3%3 years · per year$17,852 · $18,039+21.7%

+10.6%5 years · per year$16,585 · $17,118+11.3%

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

1.87%12-mo yield$187 · $103 on $10k1.03%

−6.9%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins13.6%

4–2IMCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMCV · SPY

1.7%ADP0.2%

0.8%MPC0.2%

1.4%VLO0.2%

0.9%MRSH0.2%

Held in common14.4%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk	0.06%	1.87%	−0.7%	+20.4%	+25.4%	+21.3%	+10.6%	−6.9%	$1.3B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk	0.06%	1.87%	−0.7%	+20.4%	+25.4%	+21.3%	+10.6%	−6.9%	$1.3B

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

IMCV vs SPY

IMCV

iShares Morningstar Mid-Cap Value

$16,585

SPY

SPDR S&P 500

$17,118

MeasureIMCVSPY

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield1.87%1.03%

5 years, per year+10.6%+11.3%

3 years, per year+21.3%+21.7%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y11.5%13.6%

4–2measures won
IMCV first

14.4%

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%

$182BAssets$819B

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$850B

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: IMCV, SPY, IVV

Today

99.9%most shared, SPY and IVV

IMCVSPYIVV

IMCV—14.4%14.4%

SPY14.4%—99.9%

IVV14.4%99.9%—

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

Income After Fees on $10,000

$181most kept, IMCV

IMCV$187 − $6 = $181

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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