Compare · 2 funds side by side · dividends reinvested

JMEE and MDY

JMEEJ.P. Morgan×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

JMEE and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Small & Mid Cap Enhanced Equity ETFUS Stock Styles · Mid cap0.34%0.96%+17.8%+21.1%+19.8%[…]−8.2%15.1%$3.0B1.4

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%$26.1B1.5

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: JMEE 1998 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Small & Mid Cap Enhanced Equity ETF · $3.0B[…]

JMEE

MDY

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

$10,000 five years ago, dividends reinvested · they hold 59.0% in common

JMEEMeasureMDY

+17.8%Year to dateJan 1 → Nov 4+13.6%

+21.1%1 yearTotal return+16.0%

+19.8%3 years · per year$10,000 became $17,191 · $16,442+18.0%

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

0.34%Expense ratio$34 · $23 a year on $10k · lower is better0.23%

0.96%Trailing 12-mo yield$96 · $103 a year on $10k1.03%

−8.2%Worst dropSmaller is better−8.8%

15.1%VolatilityLower is calmer14.9%

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

4–3JMEE wins

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

More Ways to See the Pairs

JMEE vs MDY: Top 5 Holdings

Today

JMEE

3.3%in top 5

MDY

in top 53.8%

JMEEStockMDY

0.8%OKTA0.9%

0.8%UTHR0.7%

0.6%FTI0.8%

not top 5CASH_USD0.7%

not top 5ATI0.7%

0.6%NVTnot top 5

0.6%HALOnot top 5

Held in common59.0%

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

JMEE vs MDY Returns, Every Period

J.P. MorganJMEE

+21.1%

past year

MDYSPDR

+16.0%

past year

JMEEMDYFaded: behind in that period

3–0JMEE wins

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

JMEE vs MDY

YTD

J.P. MorganJMEE

+17.8%

MDYSPDR

+13.6%

+17.8%Year to date+13.6%

−8.2%Worst drop · 1Y−8.8%

15.1%Volatility · 1Y14.9%

1.0%Yield1.0%

$3.0BAssets$26.1B

2–1JMEE wins

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

Cost, Income and Risk

Fees: JMEE, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

JMEE0.34%$34

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

Yields: JMEE, MDY

1.03%highest, MDY

FundTrailing yieldYield$10k

MDY1.03%$103

JMEE0.96%$96

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

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

JMEE$96 − $34 = $62

KeptFee

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

Overlap: JMEE, MDY

Today

59.0%most shared, JMEE and MDY

JMEEMDY

JMEE—59.0%

MDY59.0%—

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

Return vs Bumpiness: 2 ETFs

+21.1%JMEE, at 15.1% volatility

MDYWorst drop−8.8%14.9% vol

JMEEWorst drop−8.2%15.1% vol

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

Paid More vs Made More

YTD

MDYJMEE

+13.6%Year to date+17.8%

1.0%Yield1.0%

+16.0%Past year+21.1%

0.23%Fee0.34%

2–1JMEE 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