FSCS vs MDY

AFSCS

BMDY

Measures won3–2FSCS wins · of 6 · 5Y

$10,000 · 5Y$13,655MDY · FSCS $13,615

Lowest cost0.23%MDY · $23 on $10k

Most income1.22%FSCS · $122 on $10k

Smallest drop−7.8%FSCS · worst fall in 1Y

Held in common11.3%FSCS and MDY

FSCS

MDY

First Trust SMID Capital Strength ETF · $62MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B

+14.0%3 years · per year$14,809 · $15,655+16.1%

+6.4%5 years · per year$13,615 · $13,655+6.4%

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

1.22%12-mo yield$122 · $107 on $10k1.07%

−7.8%Worst dropSmaller wins−8.8%

12.2%VolatilityLower wins15.4%

3–2FSCS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSCS · MDY

1.1%UTHR0.7%

1.0%EWBC0.5%

1.2%NBIX0.5%

1.1%JAZZ0.4%

Held in common11.3%

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	AFSCS	First Trust SMID Capital Strength ETFRead Desk		0.60%	1.22%	−2.4%	+5.9%	+8.8%	+14.0%	+6.4%	−7.8%	$62M

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	AFSCS	First Trust SMID Capital Strength ETFRead Desk		0.60%	1.22%	−2.4%	+5.9%	+8.8%	+14.0%	+6.4%	−7.8%	$62M

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

FSCS vs MDY

FSCS

First Trust SMID Capital Strength

$13,615

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,655

MeasureFSCSMDY

Fee0.60%0.23%

Cost on $10k a year$60$23

Yield1.22%1.07%

5 years, per year+6.4%+6.4%

3 years, per year+14.0%+16.1%

Worst drop · 1Y−7.8%−8.8%

Volatility · 1Y12.2%15.4%

3–2measures won
FSCS first

11.3%

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: FSCS, MDY

Today

11.3%most shared, FSCS and MDY

FSCSMDY

FSCS—11.3%

MDY11.3%—

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

FSCS$122 − $60 = $62

KeptFee

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