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IMCB vs SPY

Comparison between ISHARES MORNINGSTAR MID-CAP ETF (IMCB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IMCB, delivering a return of +13.3% compared to +9.5%

IMCB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IMCB
$1.70B
Winner
SPY
$781B
Expense Ratio
Winner
IMCB
0.04%
SPY
0.09%
Max Drawdown
IMCB
59.59%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IMCB
1.51
SPY
1.42
5Y Beta
Winner
IMCB
0.86
SPY
1.00
P/E Ratio
IMCB
27.48
Winner
SPY
26.48
Forward P/E
Winner
IMCB
18.47
SPY
20.90
PEG Ratio
IMCB
0.32
Winner
SPY
0.30
5Y Dividends CAGR
Winner
IMCB
13.10%
SPY
6.00%
5Y EPS CAGR
IMCB
12.80%
Winner
SPY
26.40%
Debt to Equity
IMCB
83.66%
Winner
SPY
48.17%
P/S Ratio
Winner
IMCB
1.95
SPY
3.72
P/B Ratio
Winner
IMCB
3.45
SPY
5.55

IMCB vs SPY - Holdings Comparison

IMCB and SPY have 264 common holdings. Overlap is 14.81%

IMCB's top 25 holdings weight is 15.10%. SPY's top 25 holdings weight is 51.49%.

RankIMCBSPY
#1
n/a (DELL) - 0.84%
NVIDIA CORP (NVDA) - 7.76%
#2
AUTOMATIC DATA PROCESSING INC (ADP) - 0.74%
APPLE INC (AAPL) - 7.44%
#3
BANK OF NEW YORK MELLON CORP (BNY) - 0.71%
MICROSOFT CORP (MSFT) - 4.56%
#4
SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.71%
AMAZON.COM INC (AMZN) - 3.74%
#5
FORTINET INC (FTNT) - 0.70%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.70%
BROADCOM INC (AVGO) - 2.83%
#7
U.S. BANCORP (USB) - 0.68%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
CSX CORP (CSX) - 0.64%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
3M CO (MMM) - 0.63%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
FREEPORT-MCMORAN INC (FCX) - 0.63%
TESLA INC (TSLA) - 1.65%
#11
MARSH (MRSH) - 0.62%
ELI LILLY AND CO (LLY) - 1.44%
#12
VALERO ENERGY CORP (VLO) - 0.62%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
MARATHON PETROLEUM CORP (MPC) - 0.61%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
n/a (JCI) - 0.61%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
CUMMINS INC (CMI) - 0.61%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
CLOUDFLARE INC (NET) - 0.61%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
EMERSON ELECTRIC CO (EMR) - 0.60%
VISA INC CLASS A (V) - 0.91%
#18
WILLIAMS COMPANIES INC (WMB) - 0.59%
INTEL CORP (INTC) - 0.77%
#19
DATADOG INC CLASS A (DDOG) - 0.58%
WALMART INC (WMT) - 0.75%
#20
PHILLIPS 66 (PSX) - 0.57%
ABBVIE INC (ABBV) - 0.70%
#21
DIGITAL REALTY TRUST INC (DLR) - 0.43%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
W.W. GRAINGER INC (GWW) - 0.42%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.42%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
KINDER MORGAN INC CLASS P (KMI) - 0.42%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
CENCORA INC (COR) - 0.41%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings357505

IMCB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IMCB
+2.82%
Winner
SPY
+3.42%
3M
Winner
IMCB
+10.33%
SPY
+5.97%
6M
Winner
IMCB
+14.95%
SPY
+12.56%
1Y
Winner
IMCB
+25.79%
SPY
+23.65%
5Y(CAGR)
IMCB
+9.54%
Winner
SPY
+13.33%
10Y(CAGR)
IMCB
+11.47%
Winner
SPY
+15.34%
Max(CAGR)
Winner
IMCB
+10.53%
SPY
+8.61%

IMCB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIMCBSPY
2026+20.02%+13.79%
2025+10.31%+18.00%
2024+15.66%+25.59%
2023+16.65%+26.72%
2022-15.81%-18.64%
2021+24.84%+30.52%
2020+13.21%+17.28%
2019+31.94%+31.09%
2018-11.90%-5.24%
2017+18.71%+20.78%
2016+13.45%+13.59%
2015-1.38%+1.31%
2014+16.81%+14.56%
2013+29.45%+29.00%
2012+15.55%+14.17%
2011+0.77%+0.85%
2010+24.95%+13.14%
2009+34.77%+22.67%
2008-37.81%-36.25%
2007+1.91%+5.32%
2006+12.68%+13.85%
2005+11.63%+5.32%
2004+13.47%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IMCB vs SPY Drawdown Comparison

The maximum drawdown for IMCB was -58.80%, occurring on Mar 9, 2009. Recovery took 899 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

RankIMCBSPY
#1-58.80%
Jul 13, 2007 - Feb 7, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.99%
Feb 20, 2020 - Nov 9, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.14%
Nov 16, 2021 - Mar 1, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.12%
Apr 29, 2011 - Feb 3, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.32%
Aug 29, 2018 - Apr 3, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.79%
Nov 25, 2024 - Jul 22, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.79%
May 22, 2015 - Jul 12, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.06%
May 9, 2006 - Oct 16, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.64%
Mar 19, 2012 - Sep 7, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.09%
Sep 5, 2014 - Nov 6, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.86%
Jan 26, 2018 - Aug 29, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.71%
Mar 7, 2005 - Jun 16, 2005		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.42%
Sep 12, 2005 - Nov 22, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.05%
Feb 26, 2026 - Apr 17, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.86%
May 21, 2013 - Jul 22, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IMCB and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

IMCB vs SPY dividend yield comparison.

YearIMCBSPY
20260.53%0.48%
20251.42%1.07%
20241.43%1.21%
20231.55%1.40%
20221.70%1.65%
20211.08%1.20%
20201.12%1.52%
20191.32%1.75%
20181.80%2.04%
20171.31%1.80%
20161.79%2.03%
20151.47%2.06%
20141.40%1.87%
20131.19%1.81%
20121.34%2.18%
20111.34%2.05%
20101.36%1.80%
20091.32%1.95%
20081.81%3.02%
20071.08%1.85%
20061.28%1.73%
20051.05%1.73%
20040.36%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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