Compare · 4 funds side by side · dividends reinvested

MDEV, IVV, XLE and SPYM

MDEVFirst Trust×IVViShares×XLESPDR×SPYMSPDR×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,622XLE · best of the four

Story of the four · IncomeMost incomeXLE · 2.45% · $245 a year on $10k

Story of the four · RiskSmallest drop

MDEV, IVV, XLE and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$183B1.8

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.7B2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B2.3

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+8.9%+11.4%+10.1%−2.2%−18.2%17.5%$3M3.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: MDEV 2021 · IVV 2000 · XLE 1998 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Indxx Medical Devices ETF · $3M$8,938

MDEV

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MDEV vs IVV: Top 5 Holdings

Today

MDEV

11.5%in top 5

IVV

in top 527.3%

MDEVStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: MDEV, IVV, XLE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

XLE0.08%$8

MDEV0.70%$70

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

IVV

iShares Core S&P 500 ETF · $872B$17,414

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

MDEVMeasureIVV

+8.9%Year to dateJan 1 → Nov 10+10.9%

+11.4%1 yearTotal return+13.0%

+10.1%3 years · per year$10,000 became $13,347 · $17,934+21.5%

−2.2%5 years · per year$10,000 became $8,938 · $17,414+11.7%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

0.10%Trailing 12-mo yield$10 · $111 a year on $10k1.11%

−18.2%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.8%

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

0–8IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%TFXnot top 5

2.3%EWnot top 5

2.3%ALGNnot top 5

Held in common2.4%

End-of-day Nov 10, 2026 · share of each fund

MDEV vs IVV Returns, Every Period

5Y

First TrustMDEV

−2.2%

5 years, per year

IVViShares

+11.7%

5 years, per year

MDEVIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

MDEV vs XLE

YTD

First TrustMDEV

+8.9%

XLESPDR

+41.9%

+8.9%Year to date+41.9%

−18.2%Worst drop · 1Y−15.0%

17.5%Volatility · 1Y23.3%

0.1%Yield2.4%

$3.5MAssets$40.7B

3–1XLE wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: MDEV, IVV, XLE, SPYM

1Y

2.45%highest, XLE

FundTrailing yieldYield$10k

XLE2.45%$245

IVV1.11%$111

SPYM1.03%$103

MDEV0.10%$10

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$237most kept, XLE

XLE$245 − $8 = $237

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MDEV, IVV, XLE, SPYM

Today

99.9%most shared, IVV and SPYM

MDEVIVVXLESPYM

MDEV—2.4%0.0%2.4%

IVV2.4%—3.5%99.9%

XLE0.0%3.5%—3.5%

SPYM2.4%99.9%3.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+42.9%XLE, at 23.3% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

MDEVWorst drop−18.2%17.5% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLESPYM

+41.9%Year to date+10.9%

2.4%Yield1.0%

+42.9%Past year+13.1%

0.08%Fee0.02%

3–1XLE wins

End-of-day Nov 10, 2026

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.7BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

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MDEV, IVV, XLE and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four