MDY vs SPY

AMDY

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · MDY $13,879

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%MDY · $103 on $10k

Smallest drop−8.8%MDY · worst fall in 1Y

Held in common0.0%MDY and SPY

MDY

SPY

State Street SPDR S&P MIDCAP 400 ETF Trust · $25.5BState Street SPDR S&P 500 ETF · $778B

+16.5%3 years · per year$15,820 · $18,118+21.9%

+6.8%5 years · per year$13,879 · $17,493+11.8%

0.23%Expense ratio$23 · $9 on $10k · lower wins0.09%

1.03%12-mo yield$103 · $101 on $10k1.01%

−8.8%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins13.7%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDY · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	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
2	AMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+3.2%	+13.3%	+17.1%	+16.5%	+6.8%	−8.8%	$25.5B

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

Both

5Y2 funds

#			Trend
1	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
2	AMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+3.2%	+13.3%	+17.1%	+16.5%	+6.8%	−8.8%	$25.5B

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

MDY vs SPY

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,879

SPY

SPDR S&P 500

$17,493

MeasureMDYSPY

Fee0.23%0.09%

Cost on $10k a year$23$9

Yield1.03%1.01%

5 years, per year+6.8%+11.8%

3 years, per year+16.5%+21.9%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y15.7%13.7%

4–1measures won
SPY first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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: MDY, SPY

Today

0.0%most shared, MDY and SPY

MDYSPY

MDY—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

MDY$103 − $23 = $80

KeptFee

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