MDST vs SPYM

AMDST

BSPYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income9.96%MDST · $996 on $10k

Smallest drop−8.1%MDST · worst fall in 1Y

Held in common0.4%MDST and SPYM

MDST

SPYM

Westwood Salient Enhanced Midstream Income ETF · $298MState Street SPDR Portfolio S&P 500 ETF · $182B

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

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

0.80%Expense ratio$80 · $2 on $10k · lower wins0.02%

9.96%12-mo yield$996 · $106 on $10k1.06%

−8.1%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMDST · SPYM

8.2%WMB0.1%

5.7%KMI0.1%

5.2%TRGP0.1%

4.9%OKE0.1%

Held in common0.4%

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	AMDST	Westwood Salient Enhanced Midstream Income ETFRead Desk		0.80%	9.96%	−2.8%	+11.8%	+19.1%	new	new	−8.1%	$298M

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	AMDST	Westwood Salient Enhanced Midstream Income ETFRead Desk		0.80%	9.96%	−2.8%	+11.8%	+19.1%	new	new	−8.1%	$298M

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

MDST vs SPYM

MDST

Westwood Salient Enhanced Midstream Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureMDSTSPYM

Fee0.80%0.02%

Cost on $10k a year$80$2

Yield9.96%1.06%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y14.3%13.6%

2–2measures won
level

0.4%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MDST, SPYM

Today

0.4%most shared, MDST and SPYM

MDSTSPYM

MDST—0.4%

SPYM0.4%—

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

Income After Fees on $10,000

$916most kept, MDST

MDST$996 − $80 = $916

SPYM$106 − $2 = $104

KeptFee

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