IWS vs MDY

AIWS

BMDY

Measures won5–0IWS wins · of 6 · 5Y

$10,000 · 5Y$15,352IWS · MDY $13,735

Lowest cost0.23%IWS · $23 on $10k

Most income1.31%IWS · $131 on $10k

Smallest drop−7.5%IWS · worst fall in 1Y

Held in common22.3%IWS and MDY

IWS

MDY

iShares Russell Mid-Cap Value ETF · $15.2BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.6B

+20.9%3 years · per year$17,688 · $15,665+16.1%

+9.0%5 years · per year$15,352 · $13,735+6.6%

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

1.31%12-mo yield$131 · $107 on $10k1.06%

−7.5%Worst dropSmaller wins−8.8%

13.3%VolatilityLower wins15.4%

5–0IWS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · MDY

0.2%USFD0.7%

0.2%UTHR0.7%

0.2%THC0.7%

0.2%RGLD0.7%

Held in common22.3%

End-of-day Nov 6, 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	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−0.1%	+20.6%	+23.9%	+20.9%	+9.0%	−7.5%	$15.2B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$26.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−0.1%	+20.6%	+23.9%	+20.9%	+9.0%	−7.5%	$15.2B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$26.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWS vs MDY

IWS

iShares Russell Mid-Cap Value

$15,352

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureIWSMDY

Fee0.23%0.23%

Cost on $10k a year$23$23

Yield1.31%1.06%

5 years, per year+9.0%+6.6%

3 years, per year+20.9%+16.1%

Worst drop · 1Y−7.5%−8.8%

Volatility · 1Y13.3%15.4%

5–0measures won
IWS first

22.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IWS, MDY

Today

22.3%most shared, IWS and MDY

IWSMDY

IWS—22.3%

MDY22.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IWS

IWS$131 − $23 = $108

MDY$107 − $23 = $84

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee