IMCV vs MDY · Compare Desk

AMDY

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · MDY $14,436

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.2%MDY and VTV

MDY vs VTV

MDY

VTV

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.2BVanguard Morningstar Value ETF · $184B

+18.0%3 years · per year$16,442 · $18,551+22.9%

+7.6%5 years · per year$14,436 · $18,352+12.9%

0.23%Expense ratio$23 · $3 on $10k · lower wins0.03%

1.03%12-mo yield$103 · $180 on $10k1.80%

−8.8%Worst dropSmaller wins−6.4%

14.9%VolatilityLower wins10.2%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDY · VTV

0.2%CTVA0.2%

Held in common0.2%

End-of-day Nov 4, 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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+0.6%	+13.6%	+16.0%	+18.0%	+7.6%	−8.8%	$26.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+0.6%	+13.6%	+16.0%	+18.0%	+7.6%	−8.8%	$26.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MDY vs VTV

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,436

VTV

Vanguard Morningstar Value

$18,352

MeasureMDYVTV

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.03%1.80%

5 years, per year+7.6%+12.9%

3 years, per year+18.0%+22.9%

Worst drop · 1Y−8.8%−6.4%

Volatility · 1Y14.9%10.2%

6–0measures won
VTV first

0.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: MDY, VTV

Today

0.2%most shared, MDY and VTV

MDYVTV

MDY—0.2%

VTV0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

MDY$103 − $23 = $80

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee