Compare · 2 funds side by side · dividends reinvested

IJK and MDY

IJKiShares×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,126MDY · best of the two

02 / 04

IJK 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%1.04%+12.9%+15.3%+18.1%+7.2%−8.8%14.9%$26.1B1.4

iShares S&P Mid-Cap 400 Growth ETFUS Stock Styles · Mid cap0.16%0.58%+13.5%+14.7%+18.2%+6.3%−10.2%17.7%$10.5B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: IJK 2000 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Mid-Cap 400 Growth ETF · $10.5B$13,605

IJK

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,126

$10,000 five years ago, dividends reinvested · they hold 64.2% in common

IJKMeasureMDY

+13.5%Year to dateJan 1 → Nov 3+12.9%

+14.7%1 yearTotal return+15.3%

+18.2%3 years · per year$10,000 became $16,520 · $16,479+18.1%

+6.3%5 years · per year$10,000 became $13,605 · $14,126+7.2%

0.16%Expense ratio$16 · $23 a year on $10k · lower is better0.23%

0.58%Trailing 12-mo yield$58 · $104 a year on $10k1.04%

−10.2%Worst dropSmaller is better−8.8%

17.7%VolatilityLower is calmer14.9%

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

3–5MDY wins

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

More Ways to See the Pairs

IJK vs MDY: Top 5 Holdings

Today

IJK

7.7%in top 5

MDY

in top 54.2%

IJKStockMDY

2.0%OKTA1.1%

1.6%FTI0.8%

1.5%UTHR0.7%

1.3%ATInot top 5

1.3%XPOnot top 5

not top 5CASH_USD1.0%

not top 5ENTG0.7%

Held in common64.2%

End-of-day Nov 3, 2026 · share of each fund

IJK vs MDY Returns, Every Period

iSharesIJK

+6.3%

5 years, per year

MDYSPDR

+7.2%

5 years, per year

IJKMDYFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IJK vs MDY

YTD

iSharesIJK

+13.5%

MDYSPDR

+12.9%

+13.5%Year to date+12.9%

−10.2%Worst drop · 1Y−8.8%

17.7%Volatility · 1Y14.9%

0.6%Yield1.0%

$10.5BAssets$26.1B

3–1MDY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJK, MDY

Today

0.16%lowest, IJK

FundExpense ratioFee$10k

IJK0.16%$16

MDY0.23%$23

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IJK, MDY

1.04%highest, MDY

FundTrailing yieldYield$10k

MDY1.04%$104

IJK0.58%$58

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, MDY

MDY$104 − $23 = $81

IJK$58 − $16 = $42

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IJK, MDY

Today

64.2%most shared, IJK and MDY

IJKMDY

IJK—64.2%

MDY64.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.3%MDY, at 14.9% volatility

MDYWorst drop−8.8%14.9% vol

IJKWorst drop−10.2%17.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MDYIJK

+12.9%Year to date+13.5%

1.0%Yield0.6%

+15.3%Past year+14.7%

0.23%Fee0.16%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026