MDYV vs IWR

AMDYV

BIWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,596MDYV · IWR $13,915

Lowest cost0.15%MDYV · $15 on $10k

Most income1.72%MDYV · $172 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common14.8%MDYV and IWR

MDYV

IWR

State Street SPDR S&P 400 Mid Cap Value ETF · $2.9BiShares Russell Mid-Cap ETF · $56.8B

+16.8%3 years · per year$15,954 · $17,017+19.4%

+7.9%5 years · per year$14,596 · $13,915+6.8%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.72%12-mo yield$172 · $118 on $10k1.18%

−10.5%Worst dropSmaller wins−8.2%

14.3%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMDYV · IWR

1.4%USFD0.2%

1.3%RS0.2%

0.8%ENTG0.2%

0.5%ROIV0.1%

Held in common14.8%

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	AMDYV	State Street SPDR S&P 400 Mid Cap Value ETFRead Desk		0.15%	1.72%	−3.3%	+10.4%	+14.9%	+16.8%	+7.9%	−10.5%	$2.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$56.8B

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	AMDYV	State Street SPDR S&P 400 Mid Cap Value ETFRead Desk		0.15%	1.72%	−3.3%	+10.4%	+14.9%	+16.8%	+7.9%	−10.5%	$2.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$56.8B

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

MDYV vs IWR

MDYV

SPDR S&P 400 Mid Cap Value

$14,595

IWR

iShares Russell Mid-Cap

$13,916

MeasureMDYVIWR

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.72%1.18%

5 years, per year+7.9%+6.8%

3 years, per year+16.8%+19.4%

Worst drop · 1Y−10.5%−8.2%

Volatility · 1Y14.3%13.8%

3–3measures won
level

14.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MDYV, IWR

Today

14.8%most shared, MDYV and IWR

MDYVIWR

MDYV—14.8%

IWR14.8%—

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

Income After Fees on $10,000

$157most kept, MDYV

MDYV$172 − $15 = $157

IWR$118 − $18 = $100

KeptFee

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