Compare · 2 funds side by side · dividends reinvested

XMMO and MDY

XMMOInvesco×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,777XMMO · best of the two

02 / 04

XMMO 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%$26.1B1.3

Invesco S&P MidCap Momentum ETFUS Stock Styles · Mid cap0.34%0.73%−2.4%−0.7%+21.9%+9.5%−22.5%23.2%$6.5B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: XMMO 2005 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Momentum ETF · $6.5B$15,777

XMMO

MDY

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

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

XMMOMeasureMDY

−2.4%Year to dateJan 1 → Nov 4+13.6%

−0.7%1 yearTotal return+16.0%

+21.9%3 years · per year$10,000 became $18,134 · $16,442+18.0%

+9.5%5 years · per year$10,000 became $15,777 · $14,436+7.6%

0.34%Expense ratio$34 · $23 a year on $10k · lower is better0.23%

0.73%Trailing 12-mo yield$73 · $103 a year on $10k1.03%

−22.5%Worst dropSmaller is better−8.8%

23.2%VolatilityLower is calmer14.9%

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

2–6MDY wins

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

More Ways to See the Pairs

XMMO vs MDY: Top 5 Holdings

Today

XMMO

17.6%in top 5

MDY

in top 53.8%

XMMOStockMDY

4.2%FTI0.8%

4.1%ATI0.7%

3.8%ROIVnot top 5

2.8%DINOnot top 5

2.7%UTHR0.7%

not top 5OKTA0.9%

not top 5CASH_USD0.7%

Held in common24.2%

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

XMMO vs MDY Returns, Every Period

InvescoXMMO

+9.5%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

XMMOMDYFaded: behind in that period

2–2Level

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

XMMO vs MDY

YTD

InvescoXMMO

−2.4%

MDYSPDR

+13.6%

−2.4%Year to date+13.6%

−22.5%Worst drop · 1Y−8.8%

23.2%Volatility · 1Y14.9%

0.7%Yield1.0%

$6.5BAssets$26.1B

4–0MDY wins

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

Cost, Income and Risk

Fees: XMMO, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

XMMO0.34%$34

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

Yields: XMMO, MDY

1.03%highest, MDY

FundTrailing yieldYield$10k

MDY1.03%$103

XMMO0.73%$73

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

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

XMMO$73 − $34 = $39

KeptFee

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

Overlap: XMMO, MDY

Today

24.2%most shared, XMMO and MDY

XMMOMDY

XMMO—24.2%

MDY24.2%—

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

XMMOWorst drop−22.5%23.2% vol

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

Paid More vs Made More

YTD

MDYXMMO

+13.6%Year to date−2.4%

1.0%Yield0.7%

+16.0%Past year−0.7%

0.23%Fee0.34%

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