MDEV vs SPYM

AMDEV

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · MDEV $9,263

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common2.3%MDEV and SPYM

MDEV

SPYM

First Trust Indxx Medical Devices ETF · $3MState Street SPDR Portfolio S&P 500 ETF · $185B

+10.6%3 years · per year$13,541 · $19,186+24.3%

−1.5%5 years · per year$9,263 · $18,126+12.6%

0.70%Expense ratio$70 · $2 on $10k · lower wins0.02%

0.09%12-mo yield$9 · $101 on $10k1.01%

−18.2%Worst dropSmaller wins−8.9%

17.3%VolatilityLower wins12.8%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDEV · SPYM

2.0%TMO0.4%

2.1%ABT0.3%

2.0%ISRG0.2%

2.0%DHR0.2%

Held in common2.3%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	AMDEV	First Trust Indxx Medical Devices ETFRead Desk		0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	AMDEV	First Trust Indxx Medical Devices ETFRead Desk		0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M

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

MDEV vs SPYM

MDEV

First Trust Indxx Medical Devices

$9,263

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureMDEVSPYM

Fee0.70%0.02%

Cost on $10k a year$70$2

Yield0.09%1.01%

5 years, per year−1.5%+12.6%

3 years, per year+10.6%+24.3%

Worst drop · 1Y−18.2%−8.9%

Volatility · 1Y17.3%12.8%

6–0measures won
SPYM first

2.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: MDEV, SPYM

Today

2.3%most shared, MDEV and SPYM

MDEVSPYM

MDEV—2.3%

SPYM2.3%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

MDEV$9 − $70 = −$61

KeptFee

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