Compare · 2 funds side by side · dividends reinvested

MDEV and SPY

MDEVFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

MDEV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.09%+11.0%+14.2%+10.6%−1.5%−18.2%17.3%$3M1.9

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: MDEV 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$18,060

SPY

MDEV

First Trust Indxx Medical Devices ETF · $3M$9,263

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

SPYMeasureMDEV

+13.3%Year to dateJan 1 → Nov 4+11.0%

+13.4%1 yearTotal return+14.2%

+24.1%3 years · per year$10,000 became $19,132 · $13,541+10.6%

+12.6%5 years · per year$10,000 became $18,060 · $9,263−1.5%

0.09%Expense ratio$9 · $70 a year on $10k · lower is better0.70%

0.99%Trailing 12-mo yield$99 · $9 a year on $10k0.09%

−8.9%Worst dropSmaller is better−18.2%

12.9%VolatilityLower is calmer17.3%

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

7–1SPY wins

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

More Ways to See the Pairs

SPY vs MDEV: Top 5 Holdings

Today

SPY

27.3%in top 5

MDEV

in top 511.2%

SPYStockMDEV

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5GEHC2.4%

not top 5PHIA.AS2.3%

not top 5PODD2.2%

not top 5ALC.SW2.2%

not top 5STMN.SW2.2%

Held in common2.3%

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

SPY vs MDEV Returns, Every Period

SPDRSPY

+12.6%

5 years, per year

MDEVFirst Trust

−1.5%

5 years, per year

SPYMDEVFaded: behind in that period

3–1SPY wins

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

Core vs Sector: SPY vs MDEV

YTD

SPDRSPY

+13.3%

MDEVFirst Trust

+11.0%

+13.3%Year to date+11.0%

−8.9%Worst drop · 1Y−18.2%

12.9%Volatility · 1Y17.3%

1.0%Yield0.1%

$805BAssets$3.3M

4–0SPY wins

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

Cost, Income and Risk

Fees: MDEV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MDEV0.70%$70

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

Yields: MDEV, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

MDEV0.09%$9

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

MDEV$9 − $70 = −$61

KeptFee

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

Overlap: MDEV, SPY

Today

2.3%most shared, MDEV and SPY

MDEVSPY

MDEV—2.3%

SPY2.3%—

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

Return vs Bumpiness: 2 ETFs

+14.2%MDEV, at 17.3% volatility

SPYWorst drop−8.9%12.9% vol

MDEVWorst drop−18.2%17.3% vol

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

Paid More vs Made More

YTD

SPYMDEV

+13.3%Year to date+11.0%

1.0%Yield0.1%

+13.4%Past year+14.2%

0.09%Fee0.70%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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