Compare · 3 funds side by side · dividends reinvested

MDYV, IJH and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

MDYV, IJH and VOO, 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%1.72%+10.3%+14.1%+16.7%+7.9%−10.5%14.3%$2.8B1.9

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%$1.00T1.9

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%$121B2.3

Rank among the three1st → 3rdFee, 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: MDYV 2005 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 400 Mid Cap Value ETF · $2.8B$14,628

MDYV

IJH

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

$10,000 five years ago, dividends reinvested · they hold 64.9% in common

MDYVMeasureIJH

+10.3%Year to dateJan 1 → Nov 6+9.5%

+14.1%1 yearTotal return+12.9%

+16.7%3 years · per year$10,000 became $15,883 · $15,806+16.5%

+7.9%5 years · per year$10,000 became $14,628 · $13,830+6.7%

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

1.72%Trailing 12-mo yield$172 · $125 a year on $10k1.25%

−10.5%Worst dropSmaller is better−8.8%

14.3%VolatilityLower is calmer15.5%

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

6–2MDYV wins

End-of-day Nov 6, 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

5.8%in top 5

IJH

in top 53.5%

MDYVStockIJH

1.4%USFD0.7%

1.3%RSnot top 5

1.1%SNnot top 5

1.1%PRnot top 5

1.0%PFGCnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common64.9%

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

MDYV vs IJH Returns, Every Period

SPDRMDYV

+7.9%

5 years, per year

IJHiShares

+6.7%

5 years, per year

MDYVIJHFaded: behind in that period

4–0MDYV wins

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

MDYV vs IJH

YTD

SPDRMDYV

+10.3%

IJHiShares

+9.5%

+10.3%Year to date+9.5%

−10.5%Worst drop · 1Y−8.8%

14.3%Volatility · 1Y15.5%

1.7%Yield1.3%

$2.8BAssets$121B

3–1MDYV wins

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

Cost, Income and Risk

Fees: MDYV, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

MDYV0.15%$15

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

Yields: MDYV, IJH, VOO

1.72%highest, MDYV

FundTrailing yieldYield$10k

MDYV1.72%$172

IJH1.25%$125

VOO1.10%$110

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

Income After Fees on $10,000

$157most kept, MDYV

MDYV$172 − $15 = $157

IJH$125 − $5 = $120

VOO$110 − $3 = $107

KeptFee

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

Overlap: MDYV, IJH, VOO

Today

64.9%most shared, MDYV and IJH

MDYVIJHVOO

MDYV—64.9%0.1%

IJH64.9%—0.1%

VOO0.1%0.1%—

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

Return vs Bumpiness: 3 ETFs

+14.1%MDYV, at 14.3% volatility

VOOWorst drop−8.9%13.5% vol

MDYVWorst drop−10.5%14.3% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

MDYVIJH

+10.3%Year to date+9.5%

1.7%Yield1.3%

+14.1%Past year+12.9%

0.15%Fee0.05%

3–1MDYV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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