Compare · 2 funds side by side · dividends reinvested

AEMG and MDY

AEMGHarbor×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,436MDY · best of the two

02 / 03

AEMG and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.2B1.0

Harbor AlphaEdge Mid Cap Growth ETFUS Stock Styles · Mid cap0.38%0.00%[…][…][…][…][…][…]$2M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AEMG 2026 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

Harbor AlphaEdge Mid Cap Growth ETF · $2M[…]

AEMG

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B$14,436

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

AEMGMeasureMDY

[…]Year to dateJan 1 → Nov 4+13.6%

[…]1 yearTotal return+16.0%

[…]3 years · per year$10,000 became […] · $16,442+18.0%

[…]5 years · per year$10,000 became […] · $14,436+7.6%

0.38%Expense ratio$38 · $23 a year on $10k · lower is better0.23%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer14.9%

AEMGMDY Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2MDY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AEMG vs MDY: Top 5 Holdings

Today

AEMG

16.7%in top 5

MDY

in top 53.8%

AEMGStockMDY

4.6%FIXnot top 5

3.6%MPCnot top 5

3.2%SNOWnot top 5

2.7%AMPnot top 5

2.5%MANHnot top 5

not top 5OKTA0.9%

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

Held in common12.9%

End-of-day Nov 4, 2026 · share of each fund

AEMG vs MDY Returns, Every Period

HarborAEMG

[…]

past year

MDYSPDR

+16.0%

past year

Returns […]

AEMGMDYFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AEMG vs MDY

YTD

HarborAEMG

[…]

MDYSPDR

+13.6%

[…]Year to date+13.6%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y14.9%

0.0%Yield1.0%

$1.9MAssets$26.2B

1–0MDY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AEMG, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

AEMG0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AEMG, MDY

1.03%highest, MDY

FundTrailing yieldYield$10k

MDY1.03%$103

AEMG0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

AEMG$0 − $38 = −$38

KeptFee

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

Overlap: AEMG, MDY

Today

12.9%most shared, AEMG and MDY

AEMGMDY

AEMG—12.9%

MDY12.9%—

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

Return vs Bumpiness: 2 ETFs

+16.0%MDY, at 14.9% volatility

MDYWorst drop−8.8%14.9% vol

AEMGWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

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

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