ISMD vs MDY

AISMD

BMDY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,599ISMD · MDY $13,879

Lowest cost0.23%MDY · $23 on $10k

Most income1.40%ISMD · $140 on $10k

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

Held in common11.4%ISMD and MDY

ISMD

MDY

Inspire Small/Mid Cap ETF · $325MState Street SPDR S&P MIDCAP 400 ETF Trust · $25.5B

+18.7%3 years · per year$16,720 · $15,820+16.5%

+7.9%5 years · per year$14,599 · $13,879+6.8%

0.53%Expense ratio$53 · $23 on $10k · lower wins0.23%

1.40%12-mo yield$140 · $103 on $10k1.03%

−9.7%Worst dropSmaller wins−8.8%

17.2%VolatilityLower wins15.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsISMD · MDY

0.2%ATR0.3%

0.2%AXTA0.2%

0.2%IDA0.3%

0.2%CNM0.3%

Held in common11.4%

End-of-day Nov 9, 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	AISMD	Inspire Small/Mid Cap ETFRead Desk		0.53%	1.40%	+2.8%	+24.1%	+28.5%	+18.7%	+7.9%	−9.7%	$325M
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+3.2%	+13.3%	+17.1%	+16.5%	+6.8%	−8.8%	$25.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AISMD	Inspire Small/Mid Cap ETFRead Desk		0.53%	1.40%	+2.8%	+24.1%	+28.5%	+18.7%	+7.9%	−9.7%	$325M
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+3.2%	+13.3%	+17.1%	+16.5%	+6.8%	−8.8%	$25.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ISMD vs MDY

ISMD

Inspire Small/Mid Cap

$14,599

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,879

MeasureISMDMDY

Fee0.53%0.23%

Cost on $10k a year$53$23

Yield1.40%1.03%

5 years, per year+7.9%+6.8%

3 years, per year+18.7%+16.5%

Worst drop · 1Y−9.7%−8.8%

Volatility · 1Y17.2%15.7%

3–3measures won
level

11.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: ISMD, MDY

Today

11.4%most shared, ISMD and MDY

ISMDMDY

ISMD—11.4%

MDY11.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$87most kept, ISMD

ISMD$140 − $53 = $87

MDY$103 − $23 = $80

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee