Compare · 2 funds side by side · dividends reinvested

JPME and MDY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,269JPME · best of the two

02 / 04

JPME and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.24%1.75%+17.9%+21.3%+18.9%+8.8%−7.5%11.2%$493M1.1

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%$26.2B1.9

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: JPME 2016 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Mid Cap Equity ETF · $493M$15,269

JPME

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B$14,436

$10,000 five years ago, dividends reinvested · they hold 31.9% in common

JPMEMeasureMDY

+17.9%Year to dateJan 1 → Nov 4+13.6%

+21.3%1 yearTotal return+16.0%

+18.9%3 years · per year$10,000 became $16,810 · $16,442+18.0%

+8.8%5 years · per year$10,000 became $15,269 · $14,436+7.6%

0.24%Expense ratio$24 · $23 a year on $10k · lower is better0.23%

1.75%Trailing 12-mo yield$175 · $103 a year on $10k1.03%

−7.5%Worst dropSmaller is better−8.8%

11.2%VolatilityLower is calmer14.9%

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

7–1JPME wins

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

More Ways to See the Pairs

JPME vs MDY: Top 5 Holdings

Today

JPME

2.8%in top 5

MDY

in top 53.8%

JPMEStockMDY

not top 5OKTA0.9%

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

0.7%SWKSnot top 5

not top 5ATI0.7%

0.6%KMBnot top 5

0.5%RVTYnot top 5

0.5%EXELnot top 5

0.5%HSTnot top 5

Held in common31.9%

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

JPME vs MDY Returns, Every Period

J.P. MorganJPME

+8.8%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

JPMEMDYFaded: behind in that period

4–0JPME wins

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

JPME vs MDY

YTD

J.P. MorganJPME

+17.9%

MDYSPDR

+13.6%

+17.9%Year to date+13.6%

−7.5%Worst drop · 1Y−8.8%

11.2%Volatility · 1Y14.9%

1.8%Yield1.0%

$493MAssets$26.2B

4–0JPME wins

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

Cost, Income and Risk

Fees: JPME, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

JPME0.24%$24

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

Yields: JPME, MDY

1.75%highest, JPME

FundTrailing yieldYield$10k

JPME1.75%$175

MDY1.03%$103

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

Income After Fees on $10,000

$151most kept, JPME

JPME$175 − $24 = $151

MDY$103 − $23 = $80

KeptFee

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

Overlap: JPME, MDY

Today

31.9%most shared, JPME and MDY

JPMEMDY

JPME—31.9%

MDY31.9%—

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

Return vs Bumpiness: 2 ETFs

+21.3%JPME, at 11.2% volatility

JPMEWorst drop−7.5%11.2% vol

MDYWorst drop−8.8%14.9% vol

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

Paid More vs Made More

YTD

JPMEMDY

+17.9%Year to date+13.6%

1.8%Yield1.0%

+21.3%Past year+16.0%

0.24%Fee0.23%

3–1JPME 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026