MDYV vs MDY

AMDYV

BMDY

Measures won5–1MDYV wins · of 6 · 5Y

$10,000 · 5Y$14,628MDYV · MDY $13,735

Lowest cost0.15%MDYV · $15 on $10k

Most income1.72%MDYV · $172 on $10k

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

Held in common64.7%MDYV and MDY

MDYV

MDY

State Street SPDR S&P 400 Mid Cap Value ETF · $2.8BState Street SPDR S&P MIDCAP 400 ETF Trust · $25.5B

+16.7%3 years · per year$15,883 · $15,665+16.1%

+7.9%5 years · per year$14,628 · $13,735+6.6%

0.15%Expense ratio$15 · $23 on $10k · lower wins0.23%

1.72%12-mo yield$172 · $107 on $10k1.06%

−10.5%Worst dropSmaller wins−8.8%

14.3%VolatilityLower wins15.4%

5–1MDYV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDYV · MDY

1.4%USFD0.7%

1.3%RS0.6%

0.7%ENTG0.6%

1.1%SN0.5%

Held in common64.7%

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

Both

5Y2 funds

#			Trend
1	AMDYV	State Street SPDR S&P 400 Mid Cap Value ETFRead Desk		0.15%	1.72%	0.0%	+10.3%	+14.1%	+16.7%	+7.9%	−10.5%	$2.8B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$25.5B

End-of-day Nov 6, 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%	0.0%	+10.3%	+14.1%	+16.7%	+7.9%	−10.5%	$2.8B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$25.5B

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

MDYV vs MDY

MDYV

SPDR S&P 400 Mid Cap Value

$14,628

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureMDYVMDY

Fee0.15%0.23%

Cost on $10k a year$15$23

Yield1.72%1.06%

5 years, per year+7.9%+6.6%

3 years, per year+16.7%+16.1%

Worst drop · 1Y−10.5%−8.8%

Volatility · 1Y14.3%15.4%

5–1measures won
MDYV first

64.7%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MDYV, MDY

Today

64.7%most shared, MDYV and MDY

MDYVMDY

MDYV—64.7%

MDY64.7%—

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

Income After Fees on $10,000

$157most kept, MDYV

MDYV$172 − $15 = $157

MDY$107 − $23 = $84

KeptFee

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