MCDS vs SPYM

AMCDS

BSPYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common7.4%MCDS and SPYM

MCDS

SPYM

JPMorgan Fundamental Data Science Mid Core ETF · $8MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

1.04%12-mo yield$104 · $106 on $10k1.06%

−7.5%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMCDS · SPYM

0.5%COF0.2%

0.3%WDC0.2%

1.7%MPC0.2%

0.2%MRNA0.1%

Held in common7.4%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AMCDS	JPMorgan Fundamental Data Science Mid Core ETFRead Desk		0.35%	1.04%	−3.4%	+12.7%	+15.8%	new	new	−7.5%	$8M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AMCDS	JPMorgan Fundamental Data Science Mid Core ETFRead Desk		0.35%	1.04%	−3.4%	+12.7%	+15.8%	new	new	−7.5%	$8M

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

MCDS vs SPYM

MCDS

JPMorgan Fundamental Data Science Mid Core

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureMCDSSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield1.04%1.06%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y13.4%13.6%

2–2measures won
level

7.4%

holdings shared

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

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

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

Overlap: MCDS, SPYM

Today

7.4%most shared, MCDS and SPYM

MCDSSPYM

MCDS—7.4%

SPYM7.4%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

MCDS$104 − $35 = $69

KeptFee

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