BBHM vs MDY

ABBHM

BMDY

Measures won0–2MDY wins · of 6 · 5Y

$10,000 · 5Y$14,126MDY

Lowest cost0.23%MDY · $23 on $10k

Most income1.04%MDY · $104 on $10k

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

Held in common4.0%BBHM and MDY

BBHM

MDY

BBH Trust - BBH Select Mid Cap ETF · $370MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B

[…]3 years · per year[…] · $16,479+18.1%

[…]5 years · per year[…] · $14,126+7.2%

0.81%Expense ratio$81 · $23 on $10k · lower wins0.23%

0.00%12-mo yield$0 · $104 on $10k1.04%

[…]Worst dropSmaller wins−8.8%

[…]VolatilityLower wins14.9%

0–2MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBHM · MDY

5.6%ENTG0.7%

4.5%ITT0.5%

2.9%BJ0.4%

3.7%GWRE0.4%

Held in common4.0%

End-of-day Nov 3, 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%	1.04%	+0.3%	+12.9%	+15.3%	+18.1%	+7.2%	−8.8%	$26.1B
2	ABBHM	BBH Trust - BBH Select Mid Cap ETFRead Desk		0.81%	0.00%	+0.3%	+6.2%	new	new	new	[…]	$370M

End-of-day Nov 3, 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%	1.04%	+0.3%	+12.9%	+15.3%	+18.1%	+7.2%	−8.8%	$26.1B
2	ABBHM	BBH Trust - BBH Select Mid Cap ETFRead Desk		0.81%	0.00%	+0.3%	+6.2%	new	new	new	[…]	$370M

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

Cards for this view

BBHM vs MDY

BBHM

BBH Trust - BBH Select Mid Cap

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,126

MeasureBBHMMDY

Fee0.81%0.23%

Cost on $10k a year$81$23

Yield0.00%1.04%

5 years, per year[…]+7.2%

3 years, per year[…]+18.1%

Worst drop · 1Y[…]−8.8%

Volatility · 1Y[…]14.9%

2–0measures won
MDY first

4.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: BBHM, MDY

Today

4.0%most shared, BBHM and MDY

BBHMMDY

BBHM—4.0%

MDY4.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$81most kept, MDY

MDY$104 − $23 = $81

BBHM$0 − $81 = −$81

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee