IJK vs MDY

AIJK

BMDY

Measures won2–4MDY wins · of 6 · 5Y

$10,000 · 5Y$14,126MDY · IJK $13,605

Lowest cost0.16%IJK · $16 on $10k

Most income1.04%MDY · $104 on $10k

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

Held in common64.2%IJK and MDY

IJK

MDY

iShares S&P Mid-Cap 400 Growth ETF · $10.5BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B

+18.2%3 years · per year$16,520 · $16,479+18.1%

+6.3%5 years · per year$13,605 · $14,126+7.2%

0.16%Expense ratio$16 · $23 on $10k · lower wins0.23%

0.58%12-mo yield$58 · $104 on $10k1.04%

−10.2%Worst dropSmaller wins−8.8%

17.7%VolatilityLower wins14.9%

2–4MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJK · MDY

2.0%OKTA1.1%

1.6%FTI0.8%

1.5%UTHR0.7%

1.3%ATI0.7%

Held in common64.2%

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	AIJK	iShares S&P Mid-Cap 400 Growth ETFRead Desk		0.16%	0.58%	+1.1%	+13.5%	+14.7%	+18.2%	+6.3%	−10.2%	$10.5B

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	AIJK	iShares S&P Mid-Cap 400 Growth ETFRead Desk		0.16%	0.58%	+1.1%	+13.5%	+14.7%	+18.2%	+6.3%	−10.2%	$10.5B

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

IJK vs MDY

IJK

iShares S&P Mid-Cap 400 Growth

$13,605

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,126

MeasureIJKMDY

Fee0.16%0.23%

Cost on $10k a year$16$23

Yield0.58%1.04%

5 years, per year+6.3%+7.2%

3 years, per year+18.2%+18.1%

Worst drop · 1Y−10.2%−8.8%

Volatility · 1Y17.7%14.9%

4–2measures won
MDY first

64.2%

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: IJK, MDY

Today

64.2%most shared, IJK and MDY

IJKMDY

IJK—64.2%

MDY64.2%—

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

IJK$58 − $16 = $42

KeptFee

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