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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 +13.2% compared to +9.1%

IMCB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IMCB
$1.60B
Winner
SPY
$784B
Expense Ratio
Winner
IMCB
0.04%
SPY
0.09%
Max Drawdown
IMCB
59.59%
Winner
SPY
56.47%
Sharpe Ratio
IMCB
1.43
Winner
SPY
1.54
5Y Beta
Winner
IMCB
0.86
SPY
1.00
P/E Ratio
Winner
IMCB
25.86
SPY
27.62
Forward P/E
Winner
IMCB
17.48
SPY
21.11
PEG Ratio
IMCB
0.16
SPY
N/A
5Y Dividends CAGR
Winner
IMCB
13.10%
SPY
6.00%
5Y EPS CAGR
IMCB
13.64%
Winner
SPY
25.30%
Debt to Equity
IMCB
64.01%
Winner
SPY
31.11%
P/S Ratio
Winner
IMCB
1.88
SPY
3.49
P/B Ratio
Winner
IMCB
3.43
SPY
5.30

IMCB vs SPY - Holdings Comparison

IMCB and SPY have 312 common holdings. Overlap is 20.22%

IMCB's top 25 holdings weight is 20.31%. SPY's top 25 holdings weight is 51.24%.

RankIMCBSPY
#1
SANDISK CORP ORDINARY SHARES (SNDK) - 1.83%
NVIDIA CORP (NVDA) - 7.81%
#2
MARVELL TECHNOLOGY INC (MRVL) - 1.69%
APPLE INC (AAPL) - 6.81%
#3
WESTERN DIGITAL CORP (WDC) - 1.61%
MICROSOFT CORP (MSFT) - 4.53%
#4
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.59%
AMAZON.COM INC (AMZN) - 3.72%
#5
CORNING INC (GLW) - 0.88%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
n/a (DELL) - 0.85%
BROADCOM INC (AVGO) - 2.77%
#7
VERTIV HOLDINGS CO CLASS A (VRT) - 0.80%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
NEWMONT CORP (NEM) - 0.77%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
HOWMET AEROSPACE INC (HWM) - 0.74%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
QUANTA SERVICES INC (PWR) - 0.70%
TESLA INC (TSLA) - 1.76%
#11
BANK OF NEW YORK MELLON CORP (BNY) - 0.67%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
FREEPORT-MCMORAN INC (FCX) - 0.66%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
CUMMINS INC (CMI) - 0.66%
ELI LILLY AND CO (LLY) - 1.38%
#14
PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.63%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
FORTINET INC (FTNT) - 0.61%
EXXON MOBIL CORP (XOM) - 0.92%
#16
U.S. BANCORP (USB) - 0.60%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
n/a (JCI) - 0.59%
VISA INC CLASS A (V) - 0.87%
#18
ELEVANCE HEALTH INC (ELV) - 0.58%
INTEL CORP (INTC) - 0.85%
#19
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.58%
WALMART INC (WMT) - 0.82%
#20
WILLIAMS COMPANIES INC (WMB) - 0.58%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
CSX CORP (CSX) - 0.57%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
EMERSON ELECTRIC CO (EMR) - 0.56%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.53%
CATERPILLAR INC (CAT) - 0.68%
#24
UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.52%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.51%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings406505

IMCB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IMCB
+3.48%
SPY
-1.37%
3M
Winner
IMCB
+14.43%
SPY
+12.22%
6M
Winner
IMCB
+14.26%
SPY
+7.20%
1Y
IMCB
+23.55%
Winner
SPY
+23.58%
5Y(CAGR)
IMCB
+9.06%
Winner
SPY
+13.19%
10Y(CAGR)
IMCB
+13.69%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IMCB
+13.87%
SPY
+8.44%

IMCB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIMCBSPY
2026+14.45%+7.95%
2025+10.31%+18.00%
2024+15.66%+25.59%
2023+16.65%+26.72%
2022-15.81%-18.64%
2021+25.60%+30.52%
2020+18.08%+17.28%
2019+37.64%+31.09%
2018-7.56%-5.24%
2017+23.78%+20.78%
2016+19.86%+13.59%
2015+2.93%+1.31%
2014+21.96%+14.56%
2013+34.62%+29.00%
2012+20.38%+14.17%
2011+4.88%+0.85%
2010+30.65%+13.14%
2009+41.10%+22.67%
2008-34.99%-36.25%
2007+5.11%+5.32%
2006+17.24%+13.85%
2005+15.34%+5.32%
2004+14.81%+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 -57.17%, occurring on Nov 20, 2008. Recovery took 833 trading sessions.

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

The current IMCB drawdown is -0.84%. The current SPY drawdown is -3.18%.

RankIMCBSPY
#1-57.17%
Jul 13, 2007 - Nov 2, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.99%
Feb 20, 2020 - Oct 8, 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
#4-23.16%
Jul 7, 2011 - Jan 25, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.79%
Nov 25, 2024 - Jul 22, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.02%
Sep 28, 2018 - Feb 15, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.89%
May 22, 2015 - Apr 18, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.93%
May 9, 2006 - Oct 12, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.61%
Apr 2, 2012 - Sep 6, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.31%
Sep 5, 2014 - Oct 31, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.84%
Jan 26, 2018 - Aug 3, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.05%
Feb 26, 2026 - Apr 17, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.02%
Mar 7, 2005 - Jun 16, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.99%
Oct 3, 2005 - Nov 22, 2005		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.86%
May 21, 2013 - Jul 12, 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
20260.55%0.50%
20251.42%1.07%
20241.43%1.21%
20231.55%1.40%
20221.70%1.65%
20211.62%1.20%
20204.47%1.52%
20195.30%1.75%
20187.22%2.04%
20175.25%1.80%
20167.16%2.03%
20155.90%2.06%
20145.60%1.87%
20134.77%1.81%
20125.37%2.18%
20115.34%2.05%
20105.45%1.80%
20095.27%1.95%
20087.22%3.02%
20074.34%1.85%
20065.10%1.73%
20054.20%1.73%
20041.45%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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