Compare · 4 funds side by side · dividends reinvested

MDEV, VOO, SPYM and IVV

MDEVFirst Trust×VOOVanguard×SPYMSPDR×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,192SPYM · best of the four

02 / 04

MDEV, VOO, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.3

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+7.9%+11.0%+9.0%−2.4%−18.2%17.4%$4M3.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: MDEV 2021 · VOO 2010 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $4M$8,839

MDEV

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

MDEVMeasureVOO

+7.9%Year to dateJan 1 → Nov 6+8.7%

+11.0%1 yearTotal return+9.8%

+9.0%3 years · per year$10,000 became $12,957 · $18,079+21.8%

−2.4%5 years · per year$10,000 became $8,839 · $17,177+11.4%

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

0.10%Trailing 12-mo yield$10 · $110 a year on $10k1.10%

−18.2%Worst dropSmaller is better−8.9%

17.4%VolatilityLower is calmer13.5%

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

1–7VOO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDEV vs VOO: Top 5 Holdings

Today

MDEV

11.4%in top 5

VOO

in top 528.3%

MDEVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%TFXnot top 5

2.2%SYKnot top 5

2.2%ZBHnot top 5

Held in common2.1%

End-of-day Nov 6, 2026 · share of each fund

MDEV vs VOO Returns, Every Period

First TrustMDEV

−2.4%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

MDEVVOOFaded: behind in that period

1–3VOO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: MDEV vs IVV

YTD

First TrustMDEV

+7.9%

IVViShares

+8.7%

+7.9%Year to date+8.7%

−18.2%Worst drop · 1Y−8.9%

17.4%Volatility · 1Y13.6%

0.1%Yield1.1%

$3.5MAssets$850B

4–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDEV, VOO, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IVV0.03%$3

MDEV0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MDEV, VOO, SPYM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

SPYM1.05%$105

MDEV0.10%$10

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MDEV, VOO, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

MDEVVOOSPYMIVV

MDEV—2.1%2.4%2.4%

VOO2.1%—92.2%92.2%

SPYM2.4%92.2%—99.9%

IVV2.4%92.2%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+11.0%MDEV, at 17.4% volatility

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

MDEVWorst drop−18.2%17.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+8.7%Year to date+8.8%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.02%

2–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026