MDEV vs SPY

AMDEV

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · SPY $17,493

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.4%MDEV and SPY

MDEV

SPY

First Trust Indxx Medical Devices ETF · $3MState Street SPDR S&P 500 ETF · $778B

+10.2%3 years · per year$13,395 · $18,118+21.9%

−2.1%5 years · per year$8,982 · $17,493+11.8%

0.70%Expense ratio$70 · $9 on $10k · lower wins0.09%

0.10%12-mo yield$10 · $101 on $10k1.01%

−18.2%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins13.7%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMDEV · SPY

2.0%TMO0.4%

2.1%ABT0.3%

2.0%ISRG0.3%

2.0%DHR0.2%

Held in common2.4%

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

All Three

5Y3 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	+1.9%	+10.0%	+13.9%	+10.2%	−2.1%	−18.2%	$3M

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

All Three

5Y3 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	+1.9%	+10.0%	+13.9%	+10.2%	−2.1%	−18.2%	$3M

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

MDEV vs SPY

MDEV

First Trust Indxx Medical Devices

$8,983

SPY

SPDR S&P 500

$17,493

MeasureMDEVSPY

Fee0.70%0.09%

Cost on $10k a year$70$9

Yield0.10%1.01%

5 years, per year−2.1%+11.8%

3 years, per year+10.2%+21.9%

Worst drop · 1Y−18.2%−8.9%

Volatility · 1Y17.5%13.7%

6–0measures won
SPY first

2.4%

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

Overlap: MDEV, SPY, SPYM

Today

99.9%most shared, SPY and SPYM

MDEVSPYSPYM

MDEV—2.4%2.4%

SPY2.4%—99.9%

SPYM2.4%99.9%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

MDEV$10 − $70 = −$60

KeptFee

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