MDYV vs IJH

AMDYV

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,792MDYV · IJH $14,303

Lowest cost0.05%IJH · $5 on $10k

Most income1.68%MDYV · $168 on $10k

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

Held in common64.2%MDYV and IJH

MDYV

IJH

State Street SPDR S&P 400 Mid Cap Value ETF · $2.8BiShares Core S&P Mid-Cap ETF · $125B

+18.4%3 years · per year$16,614 · $16,625+18.5%

+8.1%5 years · per year$14,792 · $14,303+7.4%

0.15%Expense ratio$15 · $5 on $10k · lower wins0.05%

1.68%12-mo yield$168 · $122 on $10k1.22%

−10.5%Worst dropSmaller wins−8.8%

13.8%VolatilityLower wins15.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMDYV · IJH

0.9%ENTG0.7%

1.3%USFD0.7%

1.3%RS0.7%

1.2%PR0.6%

Held in common64.2%

End-of-day Nov 3, 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	AMDYV	State Street SPDR S&P 400 Mid Cap Value ETFRead Desk		0.15%	1.68%	−0.4%	+12.7%	+16.6%	+18.4%	+8.1%	−10.5%	$2.8B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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

Both

5Y2 funds

#			Trend
1	AMDYV	State Street SPDR S&P 400 Mid Cap Value ETFRead Desk		0.15%	1.68%	−0.4%	+12.7%	+16.6%	+18.4%	+8.1%	−10.5%	$2.8B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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

Cards for this view

MDYV vs IJH

MDYV

SPDR S&P 400 Mid Cap Value

$14,792

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureMDYVIJH

Fee0.15%0.05%

Cost on $10k a year$15$5

Yield1.68%1.22%

5 years, per year+8.1%+7.4%

3 years, per year+18.4%+18.5%

Worst drop · 1Y−10.5%−8.8%

Volatility · 1Y13.8%15.0%

3–3measures won
level

64.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: MDYV, IJH

Today

64.2%most shared, MDYV and IJH

MDYVIJH

MDYV—64.2%

IJH64.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, MDYV

MDYV$168 − $15 = $153

IJH$122 − $5 = $117

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee