Compare · 2 funds side by side · dividends reinvested

RSMC and MDY

RSMCRockefeller×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,436MDY · best of the two

02 / 04

RSMC and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$26.1B1.0

Rockefeller U.S. Small-Mid Cap ETFUS Stock Styles · Mid cap0.75%0.00%+11.3%+10.2%[…][…]−10.5%16.5%$736M2.0

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: RSMC 2024 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

Rockefeller U.S. Small-Mid Cap ETF · $736M[…]

RSMC

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,436

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

RSMCMeasureMDY

+11.3%Year to dateJan 1 → Nov 4+13.6%

+10.2%1 yearTotal return+16.0%

[…]3 years · per year$10,000 became […] · $16,442+18.0%

[…]5 years · per year$10,000 became […] · $14,436+7.6%

0.75%Expense ratio$75 · $23 a year on $10k · lower is better0.23%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

−10.5%Worst dropSmaller is better−8.8%

16.5%VolatilityLower is calmer14.9%

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

0–6MDY wins

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

More Ways to See the Pairs

RSMC vs MDY: Top 5 Holdings

Today

RSMC

17.0%in top 5

MDY

in top 53.8%

RSMCStockMDY

3.9%HASInot top 5

3.3%RDNTnot top 5

3.3%BJnot top 5

3.3%PJTnot top 5

3.2%KFYnot top 5

not top 5OKTA0.9%

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

Held in common5.6%

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

RSMC vs MDY Returns, Every Period

RockefellerRSMC

+10.2%

past year

MDYSPDR

+16.0%

past year

RSMCMDYFaded: behind in that period

0–2MDY wins

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

RSMC vs MDY

YTD

RockefellerRSMC

+11.3%

MDYSPDR

+13.6%

+11.3%Year to date+13.6%

−10.5%Worst drop · 1Y−8.8%

16.5%Volatility · 1Y14.9%

0.0%Yield1.0%

$736MAssets$26.1B

4–0MDY wins

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

Cost, Income and Risk

Fees: RSMC, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

RSMC0.75%$75

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

Yields: RSMC, MDY

1.03%highest, MDY

FundTrailing yieldYield$10k

MDY1.03%$103

RSMC0.00%$0

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

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

RSMC$0 − $75 = −$75

KeptFee

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

Overlap: RSMC, MDY

Today

5.6%most shared, RSMC and MDY

RSMCMDY

RSMC—5.6%

MDY5.6%—

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

Return vs Bumpiness: 2 ETFs

+16.0%MDY, at 14.9% volatility

MDYWorst drop−8.8%14.9% vol

RSMCWorst drop−10.5%16.5% vol

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

Paid More vs Made More

YTD

MDYRSMC

+13.6%Year to date+11.3%

1.0%Yield0.0%

+16.0%Past year+10.2%

0.23%Fee0.75%

4–0MDY 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026