CVMC vs MDY

ACVMC

BMDY

Measures won4–1CVMC wins · of 6 · 5Y

$10,000 · 5Y$13,735MDY

Lowest cost0.15%CVMC · $15 on $10k

Most income1.20%CVMC · $120 on $10k

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

Held in common23.4%CVMC and MDY

CVMC

MDY

Calvert US Mid-Cap Core Responsible Index ETF · $116MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.6B

+20.0%3 years · per year$17,284 · $15,665+16.1%

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

0.15%Expense ratio$15 · $23 on $10k · lower wins0.23%

1.20%12-mo yield$120 · $107 on $10k1.06%

−9.3%Worst dropSmaller wins−8.8%

14.5%VolatilityLower wins15.4%

4–1CVMC wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVMC · MDY

0.2%RS0.6%

0.2%ATI0.7%

0.2%UTHR0.7%

0.2%ROKU0.6%

Held in common23.4%

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%	$26.6B
2	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.20%	−0.3%	+17.8%	+20.1%	+20.0%	new	−9.3%	$116M

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%	$26.6B
2	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.20%	−0.3%	+17.8%	+20.1%	+20.0%	new	−9.3%	$116M

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

CVMC vs MDY

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureCVMCMDY

Fee0.15%0.23%

Cost on $10k a year$15$23

Yield1.20%1.06%

5 years, per year[…]+6.6%

3 years, per year+20.0%+16.1%

Worst drop · 1Y−9.3%−8.8%

Volatility · 1Y14.5%15.4%

4–1measures won
CVMC first

23.4%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CVMC, MDY

Today

23.4%most shared, CVMC and MDY

CVMCMDY

CVMC—23.4%

MDY23.4%—

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

Income After Fees on $10,000

$105most kept, CVMC

CVMC$120 − $15 = $105

MDY$107 − $23 = $84

KeptFee

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