Compare · 2 funds side by side · dividends reinvested

IVOG and MDY

IVOGVanguard×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 / 04

IVOG 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%$26.1B1.1

Vanguard S&P Mid-Cap 400 Growth ETFUS Stock Styles · Mid cap0.10%0.57%+13.5%+14.9%+18.0%+6.6%−10.1%17.8%$1.7B1.9

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: IVOG 2010 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 Growth ETF · $1.7B$13,760

IVOG

MDY

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

$10,000 five years ago, dividends reinvested · they hold 62.5% in common

IVOGMeasureMDY

+13.5%Year to dateJan 1 → Nov 4+13.6%

+14.9%1 yearTotal return+16.0%

+18.0%3 years · per year$10,000 became $16,428 · $16,442+18.0%

+6.6%5 years · per year$10,000 became $13,760 · $14,436+7.6%

0.10%Expense ratio$10 · $23 a year on $10k · lower is better0.23%

0.57%Trailing 12-mo yield$57 · $103 a year on $10k1.03%

−10.1%Worst dropSmaller is better−8.8%

17.8%VolatilityLower is calmer14.9%

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

1–6MDY wins

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

More Ways to See the Pairs

IVOG vs MDY: Top 5 Holdings

Today

IVOG

8.8%in top 5

MDY

in top 53.8%

IVOGStockMDY

2.5%TWLOnot top 5

1.9%OKTA0.9%

1.5%FTI0.8%

1.4%NVTnot top 5

1.4%ATI0.7%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

Held in common62.5%

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

IVOG vs MDY Returns, Every Period

VanguardIVOG

+6.6%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

IVOGMDYFaded: behind in that period

0–3MDY wins

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

IVOG vs MDY

YTD

VanguardIVOG

+13.5%

MDYSPDR

+13.6%

+13.5%Year to date+13.6%

−10.1%Worst drop · 1Y−8.8%

17.8%Volatility · 1Y14.9%

0.6%Yield1.0%

$1.7BAssets$26.1B

4–0MDY wins

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

Cost, Income and Risk

Fees: IVOG, MDY

Today

0.10%lowest, IVOG

FundExpense ratioFee$10k

IVOG0.10%$10

MDY0.23%$23

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

Yields: IVOG, MDY

1.03%highest, MDY

FundTrailing yieldYield$10k

MDY1.03%$103

IVOG0.57%$57

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

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

IVOG$57 − $10 = $47

KeptFee

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

Overlap: IVOG, MDY

Today

62.5%most shared, IVOG and MDY

IVOGMDY

IVOG—62.5%

MDY62.5%—

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

IVOGWorst drop−10.1%17.8% vol

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

Paid More vs Made More

YTD

MDYIVOG

+13.6%Year to date+13.5%

1.0%Yield0.6%

+16.0%Past year+14.9%

0.23%Fee0.10%

3–1MDY 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