Compare · 2 funds side by side · dividends reinvested

XJH and MDY

XJHiShares×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

XJH and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Select Screened S&P Mid-Cap ETFUS Stock Styles · Mid cap0.12%1.12%+13.9%+17.5%+18.4%+7.5%−9.6%15.6%$427M1.4

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%$26.2B1.6

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: XJH 2020 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Select Screened S&P Mid-Cap ETF · $427M$14,352

XJH

MDY

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

$10,000 five years ago, dividends reinvested · they hold 87.3% in common

XJHMeasureMDY

+13.9%Year to dateJan 1 → Nov 4+13.6%

+17.5%1 yearTotal return+16.0%

+18.4%3 years · per year$10,000 became $16,598 · $16,442+18.0%

+7.5%5 years · per year$10,000 became $14,352 · $14,436+7.6%

0.12%Expense ratio$12 · $23 a year on $10k · lower is better0.23%

1.12%Trailing 12-mo yield$112 · $103 a year on $10k1.03%

−9.6%Worst dropSmaller is better−8.8%

15.6%VolatilityLower is calmer14.9%

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

5–3XJH wins

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

More Ways to See the Pairs

XJH vs MDY: Top 5 Holdings

Today

XJH

4.0%in top 5

MDY

in top 53.8%

XJHStockMDY

not top 5OKTA0.9%

0.9%FTI0.8%

0.8%UTHR0.7%

0.8%ATI0.7%

0.8%ENTGnot top 5

not top 5CASH_USD0.7%

0.7%RSnot top 5

Held in common87.3%

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

XJH vs MDY Returns, Every Period

iSharesXJH

+7.5%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

XJHMDYFaded: behind in that period

3–1XJH wins

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

XJH vs MDY

YTD

iSharesXJH

+13.9%

MDYSPDR

+13.6%

+13.9%Year to date+13.6%

−9.6%Worst drop · 1Y−8.8%

15.6%Volatility · 1Y14.9%

1.1%Yield1.0%

$427MAssets$26.2B

2–2level

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

Cost, Income and Risk

Fees: XJH, MDY

Today

0.12%lowest, XJH

FundExpense ratioFee$10k

XJH0.12%$12

MDY0.23%$23

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

Yields: XJH, MDY

1.12%highest, XJH

FundTrailing yieldYield$10k

XJH1.12%$112

MDY1.03%$103

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

Income After Fees on $10,000

$100most kept, XJH

XJH$112 − $12 = $100

MDY$103 − $23 = $80

KeptFee

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

Overlap: XJH, MDY

Today

87.3%most shared, XJH and MDY

XJHMDY

XJH—87.3%

MDY87.3%—

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

Return vs Bumpiness: 2 ETFs

+17.5%XJH, at 15.6% volatility

MDYWorst drop−8.8%14.9% vol

XJHWorst drop−9.6%15.6% vol

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

Paid More vs Made More

YTD

XJHMDY

+13.9%Year to date+13.6%

1.1%Yield1.0%

+17.5%Past year+16.0%

0.12%Fee0.23%

4–0XJH 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