FRTY vs MDY

AFRTY

BMDY

Measures won1–5MDY wins · of 6 · 5Y

$10,000 · 5Y$13,655MDY · FRTY $8,847

Lowest cost0.23%MDY · $23 on $10k

Most income1.07%MDY · $107 on $10k

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

Held in common3.5%FRTY and MDY

FRTY

MDY

Alger Mid Cap 40 ETF · $137MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B

+20.4%3 years · per year$17,457 · $15,655+16.1%

−2.4%5 years · per year$8,847 · $13,655+6.4%

0.60%Expense ratio$60 · $23 on $10k · lower wins0.23%

0.20%12-mo yield$20 · $107 on $10k1.07%

−19.0%Worst dropSmaller wins−8.8%

28.7%VolatilityLower wins15.4%

1–5MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRTY · MDY

1.6%THC0.7%

1.5%XPO0.6%

3.0%RBC0.4%

2.2%GWRE0.4%

Held in common3.5%

End-of-day Nov 5, 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%	1.07%	−3.9%	+9.2%	+12.5%	+16.1%	+6.4%	−8.8%	$26.2B
2	AFRTY	Alger Mid Cap 40 ETFRead Desk		0.60%	0.20%	−5.7%	−4.5%	−7.3%	+20.4%	−2.4%	−19.0%	$137M

End-of-day Nov 5, 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%	1.07%	−3.9%	+9.2%	+12.5%	+16.1%	+6.4%	−8.8%	$26.2B
2	AFRTY	Alger Mid Cap 40 ETFRead Desk		0.60%	0.20%	−5.7%	−4.5%	−7.3%	+20.4%	−2.4%	−19.0%	$137M

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

Cards for this view

FRTY vs MDY

FRTY

Alger Mid Cap 40

$8,847

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,655

MeasureFRTYMDY

Fee0.60%0.23%

Cost on $10k a year$60$23

Yield0.20%1.07%

5 years, per year−2.4%+6.4%

3 years, per year+20.4%+16.1%

Worst drop · 1Y−19.0%−8.8%

Volatility · 1Y28.7%15.4%

5–1measures won
MDY first

3.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FRTY, MDY

Today

3.5%most shared, FRTY and MDY

FRTYMDY

FRTY—3.5%

MDY3.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$84most kept, MDY

MDY$107 − $23 = $84

FRTY$20 − $60 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee