Compare · 2 funds side by side · dividends reinvested

IQSM and MDY

IQSMNY Life Investments×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

IQSM and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

NYLI Candriam U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.15%1.04%+14.7%+16.9%+18.3%[…]−8.9%14.6%$432M1.1

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%$26.1B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: IQSM 2022 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Candriam U.S. Mid Cap Equity ETF · $432M[…]

IQSM

MDY

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

$10,000 five years ago, dividends reinvested · they hold 41.7% in common

IQSMMeasureMDY

+14.7%Year to dateJan 1 → Nov 3+12.9%

+16.9%1 yearTotal return+15.3%

+18.3%3 years · per year$10,000 became $16,566 · $16,479+18.1%

[…]5 years · per year$10,000 became […] · $14,126+7.2%

0.15%Expense ratio$15 · $23 a year on $10k · lower is better0.23%

1.04%Trailing 12-mo yield$104 · $104 a year on $10k1.04%

−8.9%Worst dropSmaller is better−8.8%

14.6%VolatilityLower is calmer14.9%

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

5–1IQSM wins

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

More Ways to See the Pairs

IQSM vs MDY: Top 5 Holdings

Today

IQSM

4.4%in top 5

MDY

in top 54.2%

IQSMStockMDY

not top 5OKTA1.1%

not top 5CASH_USD1.0%

0.9%USFDnot top 5

0.9%GHnot top 5

0.9%VTRSnot top 5

0.9%PTCnot top 5

0.8%ROKUnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

Held in common41.7%

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

IQSM vs MDY Returns, Every Period

NY Life InvestmentsIQSM

+16.9%

past year

MDYSPDR

+15.3%

past year

IQSMMDYFaded: behind in that period

3–0IQSM wins

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

IQSM vs MDY

YTD

NY Life InvestmentsIQSM

+14.7%

MDYSPDR

+12.9%

+14.7%Year to date+12.9%

−8.9%Worst drop · 1Y−8.8%

14.6%Volatility · 1Y14.9%

1.0%Yield1.0%

$432MAssets$26.1B

2–1IQSM wins

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

Cost, Income and Risk

Fees: IQSM, MDY

Today

0.15%lowest, IQSM

FundExpense ratioFee$10k

IQSM0.15%$15

MDY0.23%$23

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

Yields: IQSM, MDY

1.04%highest, IQSM

FundTrailing yieldYield$10k

IQSM1.04%$104

MDY1.04%$104

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

Income After Fees on $10,000

$89most kept, IQSM

IQSM$104 − $15 = $89

MDY$104 − $23 = $81

KeptFee

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

Overlap: IQSM, MDY

Today

41.7%most shared, IQSM and MDY

IQSMMDY

IQSM—41.7%

MDY41.7%—

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

Return vs Bumpiness: 2 ETFs

+16.9%IQSM, at 14.6% volatility

IQSMWorst drop−8.9%14.6% vol

MDYWorst drop−8.8%14.9% vol

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

Paid More vs Made More

YTD

IQSMMDY

+14.7%Year to date+12.9%

1.0%Yield1.0%

+16.9%Past year+15.3%

0.15%Fee0.23%

3–0IQSM wins

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