JMEE vs MDY

AJMEE

BMDY

Measures won1–3MDY wins · of 6 · 5Y

$10,000 · 5Y$13,655MDY

Lowest cost0.23%MDY · $23 on $10k

Most income1.07%MDY · $107 on $10k

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

Held in common58.5%JMEE and MDY

JMEE

MDY

JPMorgan Small & Mid Cap Enhanced Equity ETF · $3.0BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.6B

+17.9%3 years · per year$16,380 · $15,655+16.1%

[…]5 years · per year[…] · $13,655+6.4%

0.34%Expense ratio$34 · $23 on $10k · lower wins0.23%

1.00%12-mo yield$100 · $107 on $10k1.07%

−8.8%Worst dropSmaller wins−8.8%

15.6%VolatilityLower wins15.4%

1–3MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsJMEE · MDY

0.8%UTHR0.7%

0.6%FTI0.7%

0.5%RS0.6%

0.5%NVT0.5%

Held in common58.5%

End-of-day Nov 5, 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%	1.07%	−3.9%	+9.2%	+12.5%	+16.1%	+6.4%	−8.8%	$26.6B
2	AJMEE	JPMorgan Small & Mid Cap Enhanced Equity ETFRead Desk		0.34%	1.00%	−3.9%	+13.1%	+17.7%	+17.9%	new	−8.8%	$3.0B

End-of-day Nov 5, 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%	1.07%	−3.9%	+9.2%	+12.5%	+16.1%	+6.4%	−8.8%	$26.6B
2	AJMEE	JPMorgan Small & Mid Cap Enhanced Equity ETFRead Desk		0.34%	1.00%	−3.9%	+13.1%	+17.7%	+17.9%	new	−8.8%	$3.0B

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

Cards for this view

JMEE vs MDY

JMEE

JPMorgan Small & Mid Cap Enhanced Equity

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,655

MeasureJMEEMDY

Fee0.34%0.23%

Cost on $10k a year$34$23

Yield1.00%1.07%

5 years, per year[…]+6.4%

3 years, per year+17.9%+16.1%

Worst drop · 1Y−8.8%−8.8%

Volatility · 1Y15.6%15.4%

3–1measures won
MDY first

58.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JMEE, MDY

Today

58.5%most shared, JMEE and MDY

JMEEMDY

JMEE—58.5%

MDY58.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$84most kept, MDY

MDY$107 − $23 = $84

JMEE$100 − $34 = $66

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee