MDEV vs SPYM

AMDEV

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common2.4%MDEV and SPYM

MDEV

SPYM

First Trust Indxx Medical Devices ETF · $4MState Street SPDR Portfolio S&P 500 ETF · $182B

+9.0%3 years · per year$12,957 · $18,082+21.8%

−2.4%5 years · per year$8,839 · $17,192+11.4%

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

0.10%12-mo yield$10 · $105 on $10k1.05%

−18.2%Worst dropSmaller wins−8.9%

17.4%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMDEV · SPYM

1.9%TMO0.4%

2.1%ABT0.3%

2.1%ISRG0.3%

1.9%DHR0.2%

Held in common2.4%

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

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	AMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.6%	+7.9%	+11.0%	+9.0%	−2.4%	−18.2%	$4M

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

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	AMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.6%	+7.9%	+11.0%	+9.0%	−2.4%	−18.2%	$4M

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

MDEV vs SPYM

MDEV

First Trust Indxx Medical Devices

$8,839

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureMDEVSPYM

Fee0.70%0.02%

Cost on $10k a year$70$2

Yield0.10%1.05%

5 years, per year−2.4%+11.4%

3 years, per year+9.0%+21.8%

Worst drop · 1Y−18.2%−8.9%

Volatility · 1Y17.4%13.6%

6–0measures won
SPYM first

2.4%

holdings shared

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

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

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

Overlap: MDEV, SPYM, IVV, VOO

Today

99.9%most shared, SPYM and IVV

MDEVSPYMIVVVOO

MDEV—2.4%2.4%2.1%

SPYM2.4%—99.9%92.2%

IVV2.4%99.9%—92.2%

VOO2.1%92.2%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

MDEV$10 − $70 = −$60

KeptFee

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