CVSM vs MDY

ACVSM

BMDY

Measures won0–2MDY wins · of 6 · 5Y

$10,000 · 5Y$13,735MDY

Lowest cost0.23%MDY · $23 on $10k

Most income1.06%MDY · $107 on $10k

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

Held in common5.3%CVSM and MDY

CVSM

MDY

CresAlta Small and Mid-Cap ETF · $94MState 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%

0.55%Expense ratio$55 · $23 on $10k · lower wins0.23%

0.70%12-mo yield$70 · $107 on $10k1.06%

[…]Worst dropSmaller wins−8.8%

[…]VolatilityLower wins15.4%

0–2MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVSM · MDY

1.9%NBIX0.5%

1.4%TRU0.5%

2.1%RNR0.4%

2.0%DT0.4%

Held in common5.3%

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	ACVSM	CresAlta Small and Mid-Cap ETFRead Desk		0.55%	0.70%	−0.8%	new	new	new	new	[…]	$94M

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	ACVSM	CresAlta Small and Mid-Cap ETFRead Desk		0.55%	0.70%	−0.8%	new	new	new	new	[…]	$94M

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

CVSM vs MDY

CVSM

CresAlta Small and Mid-Cap

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureCVSMMDY

Fee0.55%0.23%

Cost on $10k a year$55$23

Yield0.70%1.06%

5 years, per year[…]+6.6%

3 years, per year[…]+16.1%

Worst drop · 1Y[…]−8.8%

Volatility · 1Y[…]15.4%

2–0measures won
MDY first

5.3%

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: CVSM, MDY

Today

5.3%most shared, CVSM and MDY

CVSMMDY

CVSM—5.3%

MDY5.3%—

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

Income After Fees on $10,000

$84most kept, MDY

MDY$107 − $23 = $84

CVSM$70 − $55 = $15

KeptFee

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