IVOG vs MDY

AIVOG

BMDY

Measures won1–4MDY wins · of 6 · 5Y

$10,000 · 5Y$14,436MDY · IVOG $13,760

Lowest cost0.10%IVOG · $10 on $10k

Most income1.03%MDY · $103 on $10k

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

Held in common62.5%IVOG and MDY

IVOG

MDY

Vanguard S&P Mid-Cap 400 Growth ETF · $1.7BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B

+18.0%3 years · per year$16,428 · $16,442+18.0%

+6.6%5 years · per year$13,760 · $14,436+7.6%

0.10%Expense ratio$10 · $23 on $10k · lower wins0.23%

0.57%12-mo yield$57 · $103 on $10k1.03%

−10.1%Worst dropSmaller wins−8.8%

17.8%VolatilityLower wins14.9%

1–4MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVOG · MDY

1.9%OKTA0.9%

1.5%FTI0.8%

1.3%UTHR0.7%

1.4%ATI0.7%

Held in common62.5%

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	BMDY	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
2	AIVOG	Vanguard S&P Mid-Cap 400 Growth ETFRead Desk		0.10%	0.57%	−0.2%	+13.5%	+14.9%	+18.0%	+6.6%	−10.1%	$1.7B

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	BMDY	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
2	AIVOG	Vanguard S&P Mid-Cap 400 Growth ETFRead Desk		0.10%	0.57%	−0.2%	+13.5%	+14.9%	+18.0%	+6.6%	−10.1%	$1.7B

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

IVOG vs MDY

IVOG

Vanguard S&P Mid-Cap 400 Growth

$13,760

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,436

MeasureIVOGMDY

Fee0.10%0.23%

Cost on $10k a year$10$23

Yield0.57%1.03%

5 years, per year+6.6%+7.6%

3 years, per year+18.0%+18.0%

Worst drop · 1Y−10.1%−8.8%

Volatility · 1Y17.8%14.9%

4–1measures won
MDY first

62.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IVOG, MDY

Today

62.5%most shared, IVOG and MDY

IVOGMDY

IVOG—62.5%

MDY62.5%—

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

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

IVOG$57 − $10 = $47

KeptFee

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