Compare · 3 funds side by side · dividends reinvested

SPMD, VO and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

SPMD, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.5

State Street SPDR Portfolio S&P 400 Mid Cap ETFUS Stock Styles · Mid cap0.03%1.34%+9.5%+12.8%+16.5%+6.7%−8.9%15.6%$18.9B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SPMD 2005 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 400 Mid Cap ETF · $18.9B$13,831

SPMD

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SPMDMeasureVO

+9.5%Year to dateJan 1 → Nov 5+10.7%

+12.8%1 yearTotal return+12.4%

+16.5%3 years · per year$10,000 became $15,806 · $16,795+18.9%

+6.7%5 years · per year$10,000 became $13,831 · $13,616+6.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.34%Trailing 12-mo yield$134 · $139 a year on $10k1.39%

−8.9%Worst dropSmaller is better−8.2%

15.6%VolatilityLower is calmer12.9%

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

2–5VO wins

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

More Ways to See the Pairs

SPMD vs VO: Top 5 Holdings

Today

SPMD

3.5%in top 5

in top 55.3%

SPMDStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.8%UTHRnot top 5

0.7%FTInot top 5

0.7%ATInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

Held in common0.2%

End-of-day Nov 5, 2026 · share of each fund

SPMD vs VO Returns, Every Period

SPDRSPMD

+6.7%

5 years, per year

VOVanguard

+6.4%

5 years, per year

SPMDVOFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SPMD vs VO

YTD

SPDRSPMD

+9.5%

VOVanguard

+10.7%

+9.5%Year to date+10.7%

−8.9%Worst drop · 1Y−8.2%

15.6%Volatility · 1Y12.9%

1.3%Yield1.4%

$18.9BAssets$103B

4–0VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPMD, VO, VUG

Today

0.03%lowest, SPMD

FundExpense ratioFee$10k

SPMD0.03%$3

VO0.03%$3

VUG0.03%$3

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPMD, VO, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SPMD1.34%$134

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SPMD$134 − $3 = $131

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPMD, VO, VUG

Today

10.2%most shared, VO and VUG

SPMDVOVUG

SPMD—0.2%0.0%

VO0.2%—10.2%

VUG0.0%10.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.8%SPMD, at 15.6% volatility

VOWorst drop−8.2%12.9% vol

SPMDWorst drop−8.9%15.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOSPMD

+10.7%Year to date+9.5%

1.4%Yield1.3%

+12.4%Past year+12.8%

0.03%Fee0.03%

2–1VO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026