Compare · 2 funds side by side · dividends reinvested

MDYG and IJH

MDYGSPDR×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

MDYG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.1

State Street SPDR S&P 400 Mid Cap Growth ETFUS Stock Styles · Mid cap0.15%0.70%+9.8%+11.4%+16.0%+5.4%−12.1%18.5%$2.7B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: MDYG 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 400 Mid Cap Growth ETF · $2.7B$13,001

MDYG

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 64.0% in common

MDYGMeasureIJH

+9.8%Year to dateJan 1 → Nov 6+9.5%

+11.4%1 yearTotal return+12.9%

+16.0%3 years · per year$10,000 became $15,628 · $15,806+16.5%

+5.4%5 years · per year$10,000 became $13,001 · $13,830+6.7%

0.15%Expense ratio$15 · $5 a year on $10k · lower is better0.05%

0.70%Trailing 12-mo yield$70 · $125 a year on $10k1.25%

−12.1%Worst dropSmaller is better−8.8%

18.5%VolatilityLower is calmer15.5%

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

1–7IJH wins

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

More Ways to See the Pairs

MDYG vs IJH: Top 5 Holdings

Today

MDYG

7.1%in top 5

IJH

in top 53.5%

MDYGStockIJH

1.5%UTHR0.7%

1.5%FTI0.7%

1.4%THC0.7%

1.4%ATI0.7%

1.3%RGLDnot top 5

not top 5USFD0.7%

Held in common64.0%

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

MDYG vs IJH Returns, Every Period

SPDRMDYG

+5.4%

5 years, per year

IJHiShares

+6.7%

5 years, per year

MDYGIJHFaded: behind in that period

1–3IJH wins

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

MDYG vs IJH

YTD

SPDRMDYG

+9.8%

IJHiShares

+9.5%

+9.8%Year to date+9.5%

−12.1%Worst drop · 1Y−8.8%

18.5%Volatility · 1Y15.5%

0.7%Yield1.3%

$2.7BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: MDYG, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

MDYG0.15%$15

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

Yields: MDYG, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

MDYG0.70%$70

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

MDYG$70 − $15 = $55

KeptFee

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

Overlap: MDYG, IJH

Today

64.0%most shared, MDYG and IJH

MDYGIJH

MDYG—64.0%

IJH64.0%—

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

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

MDYGWorst drop−12.1%18.5% vol

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

Paid More vs Made More

YTD

IJHMDYG

+9.5%Year to date+9.8%

1.3%Yield0.7%

+12.9%Past year+11.4%

0.05%Fee0.15%

3–1IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026