AVMC vs MDY

AAVMC

BMDY

Measures won3–1AVMC wins · of 6 · 5Y

$10,000 · 5Y$14,436MDY

Lowest cost0.18%AVMC · $18 on $10k

Most income1.03%MDY · $103 on $10k

Smallest drop−7.9%AVMC · worst fall in 1Y

Held in common23.8%AVMC and MDY

AVMC

MDY

Avantis U.S. Mid Cap Equity ETF · $534MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B

[…]3 years · per year[…] · $16,442+18.0%

[…]5 years · per year[…] · $14,436+7.6%

0.18%Expense ratio$18 · $23 on $10k · lower wins0.23%

0.97%12-mo yield$97 · $103 on $10k1.03%

−7.9%Worst dropSmaller wins−8.8%

13.3%VolatilityLower wins14.9%

3–1AVMC wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVMC · MDY

0.4%FTI0.8%

0.3%ATI0.7%

0.3%UTHR0.7%

0.3%PR0.6%

Held in common23.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+0.6%	+13.6%	+16.0%	+18.0%	+7.6%	−8.8%	$26.2B
2	AAVMC	Avantis U.S. Mid Cap Equity ETFRead Desk		0.18%	0.97%	+1.3%	+14.2%	+17.3%	new	new	−7.9%	$534M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+0.6%	+13.6%	+16.0%	+18.0%	+7.6%	−8.8%	$26.2B
2	AAVMC	Avantis U.S. Mid Cap Equity ETFRead Desk		0.18%	0.97%	+1.3%	+14.2%	+17.3%	new	new	−7.9%	$534M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVMC vs MDY

AVMC

Avantis U.S. Mid Cap Equity

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,436

MeasureAVMCMDY

Fee0.18%0.23%

Cost on $10k a year$18$23

Yield0.97%1.03%

5 years, per year[…]+7.6%

3 years, per year[…]+18.0%

Worst drop · 1Y−7.9%−8.8%

Volatility · 1Y13.3%14.9%

3–0measures won
AVMC first

23.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AVMC, MDY

Today

23.8%most shared, AVMC and MDY

AVMCMDY

AVMC—23.8%

MDY23.8%—

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

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

AVMC$97 − $18 = $79

KeptFee

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