Compare · 4 funds side by side · dividends reinvested

MDEV, SPY, SPYM and IVV

MDEVFirst Trust×SPYSPDR×SPYMSPDR×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

MDEV, SPY, SPYM and IVV, 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.8

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+10.0%+13.9%+10.2%−2.1%−18.2%17.5%$3M3.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: MDEV 2021 · SPY 1993 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $3M$8,982

MDEV

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

MDEVMeasureSPY

+10.0%Year to dateJan 1 → Nov 9+11.2%

+13.9%1 yearTotal return+13.5%

+10.2%3 years · per year$10,000 became $13,395 · $18,118+21.9%

−2.1%5 years · per year$10,000 became $8,982 · $17,493+11.8%

0.70%Expense ratio$70 · $9 a year on $10k · lower is better0.09%

0.10%Trailing 12-mo yield$10 · $101 a year on $10k1.01%

−18.2%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.7%

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

1–7SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDEV vs SPY: Top 5 Holdings

Today

MDEV

11.5%in top 5

SPY

in top 527.8%

MDEVStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%TFXnot top 5

2.3%EWnot top 5

2.2%COH.AXnot top 5

Held in common2.4%

End-of-day Nov 9, 2026 · share of each fund

MDEV vs SPY Returns, Every Period

First TrustMDEV

−2.1%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

MDEVSPYFaded: behind in that period

1–3SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Core: MDEV vs IVV

YTD

First TrustMDEV

+10.0%

IVViShares

+11.3%

+10.0%Year to date+11.3%

−18.2%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.8%

0.1%Yield1.1%

$3.4MAssets$853B

4–0IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDEV, SPY, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

MDEV0.70%$70

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MDEV, SPY, SPYM, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

SPY1.01%$101

MDEV0.10%$10

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MDEV, SPY, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

MDEVSPYSPYMIVV

MDEV—2.4%2.4%2.4%

SPY2.4%—99.9%99.9%

SPYM2.4%99.9%—99.9%

IVV2.4%99.9%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.9%MDEV, at 17.5% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

MDEVWorst drop−18.2%17.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+11.3%Year to date+11.3%

1.1%Yield1.0%

+13.6%Past year+13.6%

0.03%Fee0.02%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026