Compare · 2 funds side by side · dividends reinvested

SPY and MDEV

SPYSPDR×MDEVFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

SPY and MDEV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.3

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+9.6%+12.2%+9.7%−1.9%−18.2%17.4%$4M1.8

Rank among the two1st → 2ndFee, 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: SPY 1993 · MDEV 2021

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,099

SPY

MDEV

First Trust Indxx Medical Devices ETF · $4M$9,086

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

SPYMeasureMDEV

+8.3%Year to dateJan 1 → Nov 5+9.6%

+9.7%1 yearTotal return+12.2%

+22.0%3 years · per year$10,000 became $18,174 · $13,194+9.7%

+11.3%5 years · per year$10,000 became $17,099 · $9,086−1.9%

0.09%Expense ratio$9 · $70 a year on $10k · lower is better0.70%

1.03%Trailing 12-mo yield$103 · $10 a year on $10k0.10%

−8.9%Worst dropSmaller is better−18.2%

13.6%VolatilityLower is calmer17.4%

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

6–2SPY wins

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

More Ways to See the Pairs

SPY vs MDEV: Top 5 Holdings

Today

SPY

27.7%in top 5

MDEV

in top 511.4%

SPYStockMDEV

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5GEHC2.4%

not top 5PHIA.AS2.3%

not top 5ZBH2.3%

not top 5LIVN2.2%

not top 5STMN.SW2.2%

Held in common2.4%

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

SPY vs MDEV Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

MDEVFirst Trust

−1.9%

5 years, per year

SPYMDEVFaded: behind in that period

2–2Level

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

Core vs Sector: SPY vs MDEV

YTD

SPDRSPY

+8.3%

MDEVFirst Trust

+9.6%

+8.3%Year to date+9.6%

−8.9%Worst drop · 1Y−18.2%

13.6%Volatility · 1Y17.4%

1.0%Yield0.1%

$819BAssets$3.5M

3–1SPY wins

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

Cost, Income and Risk

Fees: SPY, MDEV

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MDEV0.70%$70

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

Yields: SPY, MDEV

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

MDEV0.10%$10

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

MDEV$10 − $70 = −$60

KeptFee

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

Overlap: SPY, MDEV

Today

2.4%most shared, SPY and MDEV

SPYMDEV

SPY—2.4%

MDEV2.4%—

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

Return vs Bumpiness: 2 ETFs

+12.2%MDEV, at 17.4% volatility

SPYWorst drop−8.9%13.6% vol

MDEVWorst drop−18.2%17.4% vol

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

Paid More vs Made More

YTD

SPYMDEV

+8.3%Year to date+9.6%

1.0%Yield0.1%

+9.7%Past year+12.2%

0.09%Fee0.70%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026