AVMV vs MDY

AAVMV

BMDY

Measures won3–1AVMV wins · of 6 · 5Y

$10,000 · 5Y$13,735MDY

Lowest cost0.20%AVMV · $20 on $10k

Most income1.12%AVMV · $112 on $10k

Smallest drop−8.8%MDY · worst fall in 1Y

Held in common24.8%AVMV and MDY

AVMV

MDY

Avantis U.S. Mid Cap Value ETF · $808MState Street SPDR S&P MIDCAP 400 ETF Trust · $25.5B

[…]3 years · per year[…] · $15,665+16.1%

[…]5 years · per year[…] · $13,735+6.6%

0.20%Expense ratio$20 · $23 on $10k · lower wins0.23%

1.12%12-mo yield$112 · $107 on $10k1.06%

−8.9%Worst dropSmaller wins−8.8%

13.0%VolatilityLower wins15.4%

3–1AVMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVMV · MDY

0.8%FTI0.7%

0.7%ATI0.7%

0.6%UTHR0.7%

0.5%SN0.5%

Held in common24.8%

End-of-day Nov 6, 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%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$25.5B
2	AAVMV	Avantis U.S. Mid Cap Value ETFRead Desk		0.20%	1.12%	−0.6%	+11.3%	+16.7%	new	new	−8.9%	$808M

End-of-day Nov 6, 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%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$25.5B
2	AAVMV	Avantis U.S. Mid Cap Value ETFRead Desk		0.20%	1.12%	−0.6%	+11.3%	+16.7%	new	new	−8.9%	$808M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVMV vs MDY

AVMV

Avantis U.S. Mid Cap Value

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureAVMVMDY

Fee0.20%0.23%

Cost on $10k a year$20$23

Yield1.12%1.06%

5 years, per year[…]+6.6%

3 years, per year[…]+16.1%

Worst drop · 1Y−8.9%−8.8%

Volatility · 1Y13.0%15.4%

2–1measures won
AVMV first

24.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AVMV, MDY

Today

24.8%most shared, AVMV and MDY

AVMVMDY

AVMV—24.8%

MDY24.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, AVMV

AVMV$112 − $20 = $92

MDY$107 − $23 = $84

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee