Compare · 2 funds side by side · dividends reinvested

SPYM and MDEV

SPYMSPDR×MDEVFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

SPYM and MDEV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.3

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: SPYM 2005 · MDEV 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

MDEV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

MDEVMeasureSPYM

+9.6%Year to dateJan 1 → Nov 5+8.4%

+12.2%1 yearTotal return+9.8%

+9.7%3 years · per year$10,000 became $13,194 · $18,222+22.1%

−1.9%5 years · per year$10,000 became $9,086 · $17,164+11.4%

0.70%Expense ratio$70 · $2 a year on $10k · lower is better0.02%

0.10%Trailing 12-mo yield$10 · $106 a year on $10k1.06%

−18.2%Worst dropSmaller is better−8.9%

17.4%VolatilityLower is calmer13.6%

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

2–6SPYM wins

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

More Ways to See the Pairs

MDEV vs SPYM: Top 5 Holdings

Today

MDEV

11.4%in top 5

SPYM

in top 527.7%

MDEVStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%ZBHnot top 5

2.2%LIVNnot top 5

2.2%STMN.SWnot top 5

Held in common2.4%

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

MDEV vs SPYM Returns, Every Period

First TrustMDEV

−1.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

MDEVSPYMFaded: behind in that period

2–2Level

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

Sector vs Core: MDEV vs SPYM

YTD

First TrustMDEV

+9.6%

SPYMSPDR

+8.4%

+9.6%Year to date+8.4%

−18.2%Worst drop · 1Y−8.9%

17.4%Volatility · 1Y13.6%

0.1%Yield1.1%

$3.5MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: SPYM, MDEV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MDEV0.70%$70

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

Yields: SPYM, MDEV

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

MDEV0.10%$10

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

MDEV$10 − $70 = −$60

KeptFee

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

Overlap: SPYM, MDEV

Today

2.4%most shared, SPYM and MDEV

SPYMMDEV

SPYM—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

SPYMWorst 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

SPYMMDEV

+8.4%Year to date+9.6%

1.1%Yield0.1%

+9.8%Past year+12.2%

0.02%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