Compare · 2 funds side by side · dividends reinvested

BBMC and MDY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,567BBMC · best of the two

02 / 04

BBMC and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.07%1.12%+18.4%+21.4%+22.7%+7.8%−9.7%16.2%$2.1B1.3

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%$26.1B1.8

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: BBMC 2020 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · $2.1B$14,567

BBMC

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,436

$10,000 five years ago, dividends reinvested · they hold 57.6% in common

BBMCMeasureMDY

+18.4%Year to dateJan 1 → Nov 4+13.6%

+21.4%1 yearTotal return+16.0%

+22.7%3 years · per year$10,000 became $18,490 · $16,442+18.0%

+7.8%5 years · per year$10,000 became $14,567 · $14,436+7.6%

0.07%Expense ratio$7 · $23 a year on $10k · lower is better0.23%

1.12%Trailing 12-mo yield$112 · $103 a year on $10k1.03%

−9.7%Worst dropSmaller is better−8.8%

16.2%VolatilityLower is calmer14.9%

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

6–2BBMC wins

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

More Ways to See the Pairs

BBMC vs MDY: Top 5 Holdings

Today

BBMC

5.1%in top 5

MDY

in top 53.8%

BBMCStockMDY

1.8%MRNAnot top 5

1.2%NTRAnot top 5

0.7%OKTA0.9%

0.9%RVMDnot top 5

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

0.7%TEAMnot top 5

Held in common57.6%

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

BBMC vs MDY Returns, Every Period

J.P. MorganBBMC

+7.8%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

BBMCMDYFaded: behind in that period

4–0BBMC wins

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

BBMC vs MDY

YTD

J.P. MorganBBMC

+18.4%

MDYSPDR

+13.6%

+18.4%Year to date+13.6%

−9.7%Worst drop · 1Y−8.8%

16.2%Volatility · 1Y14.9%

1.1%Yield1.0%

$2.1BAssets$26.1B

2–2level

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

Cost, Income and Risk

Fees: BBMC, MDY

Today

0.07%lowest, BBMC

FundExpense ratioFee$10k

BBMC0.07%$7

MDY0.23%$23

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

Yields: BBMC, MDY

1.12%highest, BBMC

FundTrailing yieldYield$10k

BBMC1.12%$112

MDY1.03%$103

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

Income After Fees on $10,000

$105most kept, BBMC

BBMC$112 − $7 = $105

MDY$103 − $23 = $80

KeptFee

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

Overlap: BBMC, MDY

Today

57.6%most shared, BBMC and MDY

BBMCMDY

BBMC—57.6%

MDY57.6%—

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

Return vs Bumpiness: 2 ETFs

+21.4%BBMC, at 16.2% volatility

MDYWorst drop−8.8%14.9% vol

BBMCWorst drop−9.7%16.2% vol

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

Paid More vs Made More

YTD

BBMCMDY

+18.4%Year to date+13.6%

1.1%Yield1.0%

+21.4%Past year+16.0%

0.07%Fee0.23%

4–0BBMC wins

End-of-day Nov 4, 2026

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026