Compare · 2 funds side by side · dividends reinvested

MDYV and IJH

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,792MDYV · best of the two

02 / 04

MDYV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 400 Mid Cap Value ETFUS Stock Styles · Mid cap0.15%1.68%+12.7%+16.6%+18.4%+8.1%−10.5%13.8%$2.8B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: MDYV 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 400 Mid Cap Value ETF · $2.8B$14,792

MDYV

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 64.2% in common

MDYVMeasureIJH

+12.7%Year to dateJan 1 → Nov 3+13.2%

+16.6%1 yearTotal return+15.7%

+18.4%3 years · per year$10,000 became $16,614 · $16,625+18.5%

+8.1%5 years · per year$10,000 became $14,792 · $14,303+7.4%

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

1.68%Trailing 12-mo yield$168 · $122 a year on $10k1.22%

−10.5%Worst dropSmaller is better−8.8%

13.8%VolatilityLower is calmer15.0%

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

4–4Level

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

More Ways to See the Pairs

MDYV vs IJH: Top 5 Holdings

Today

MDYV

6.2%in top 5

IJH

in top 53.9%

MDYVStockIJH

1.3%RSnot top 5

1.3%USFDnot top 5

1.2%PRnot top 5

1.2%SNXnot top 5

1.1%OVVnot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common64.2%

End-of-day Nov 3, 2026 · share of each fund

MDYV vs IJH Returns, Every Period

SPDRMDYV

+8.1%

5 years, per year

IJHiShares

+7.4%

5 years, per year

MDYVIJHFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MDYV vs IJH

YTD

SPDRMDYV

+12.7%

IJHiShares

+13.2%

+12.7%Year to date+13.2%

−10.5%Worst drop · 1Y−8.8%

13.8%Volatility · 1Y15.0%

1.7%Yield1.2%

$2.8BAssets$125B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDYV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

MDYV0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MDYV, IJH

1.68%highest, MDYV

FundTrailing yieldYield$10k

MDYV1.68%$168

IJH1.22%$122

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$153most kept, MDYV

MDYV$168 − $15 = $153

IJH$122 − $5 = $117

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MDYV, IJH

Today

64.2%most shared, MDYV and IJH

MDYVIJH

MDYV—64.2%

IJH64.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.6%MDYV, at 13.8% volatility

MDYVWorst drop−10.5%13.8% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MDYVIJH

+12.7%Year to date+13.2%

1.7%Yield1.2%

+16.6%Past year+15.7%

0.15%Fee0.05%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026