Compare · 2 funds side by side · dividends reinvested

QVMM and MDY

QVMMInvesco×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,786QVMM · best of the two

02 / 04

QVMM and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap 400 QVM Multi-factor ETFUS Stock Styles · Mid cap0.15%1.24%+14.7%+17.7%+18.8%+8.1%−8.4%14.7%$424M1.0

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.2B2.0

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: QVMM 2021 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 QVM Multi-factor ETF · $424M$14,786

QVMM

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B$14,436

$10,000 five years ago, dividends reinvested · they hold 88.0% in common

QVMMMeasureMDY

+14.7%Year to dateJan 1 → Nov 4+13.6%

+17.7%1 yearTotal return+16.0%

+18.8%3 years · per year$10,000 became $16,780 · $16,442+18.0%

+8.1%5 years · per year$10,000 became $14,786 · $14,436+7.6%

0.15%Expense ratio$15 · $23 a year on $10k · lower is better0.23%

1.24%Trailing 12-mo yield$124 · $103 a year on $10k1.03%

−8.4%Worst dropSmaller is better−8.8%

14.7%VolatilityLower is calmer14.9%

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

8–0QVMM wins

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

More Ways to See the Pairs

QVMM vs MDY: Top 5 Holdings

Today

QVMM

4.2%in top 5

MDY

in top 53.8%

QVMMStockMDY

1.0%OKTA0.9%

0.9%FTI0.8%

0.8%UTHR0.7%

0.8%ATI0.7%

0.8%USFDnot top 5

not top 5CASH_USD0.7%

Held in common88.0%

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

QVMM vs MDY Returns, Every Period

InvescoQVMM

+8.1%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

QVMMMDYFaded: behind in that period

4–0QVMM wins

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

QVMM vs MDY

YTD

InvescoQVMM

+14.7%

MDYSPDR

+13.6%

+14.7%Year to date+13.6%

−8.4%Worst drop · 1Y−8.8%

14.7%Volatility · 1Y14.9%

1.2%Yield1.0%

$424MAssets$26.2B

4–0QVMM wins

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

Cost, Income and Risk

Fees: QVMM, MDY

Today

0.15%lowest, QVMM

FundExpense ratioFee$10k

QVMM0.15%$15

MDY0.23%$23

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

Yields: QVMM, MDY

1.24%highest, QVMM

FundTrailing yieldYield$10k

QVMM1.24%$124

MDY1.03%$103

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

Income After Fees on $10,000

$109most kept, QVMM

QVMM$124 − $15 = $109

MDY$103 − $23 = $80

KeptFee

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

Overlap: QVMM, MDY

Today

88.0%most shared, QVMM and MDY

QVMMMDY

QVMM—88.0%

MDY88.0%—

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

Return vs Bumpiness: 2 ETFs

+17.7%QVMM, at 14.7% volatility

QVMMWorst drop−8.4%14.7% vol

MDYWorst drop−8.8%14.9% vol

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

Paid More vs Made More

YTD

QVMMMDY

+14.7%Year to date+13.6%

1.2%Yield1.0%

+17.7%Past year+16.0%

0.15%Fee0.23%

4–0QVMM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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