MDYV vs VO

AMDYV

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$14,596MDYV · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.72%MDYV · $172 on $10k

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

Held in common0.5%MDYV and VO

MDYV

State Street SPDR S&P 400 Mid Cap Value ETF · $2.9BVanguard Morningstar Mid-Cap ETF · $103B

+16.8%3 years · per year$15,954 · $16,795+18.9%

+7.9%5 years · per year$14,596 · $13,616+6.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.72%12-mo yield$172 · $139 on $10k1.39%

−10.5%Worst dropSmaller wins−8.2%

14.3%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDYV · VO

0.5%CTVA0.5%

Held in common0.5%

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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 VO

MDYV

SPDR S&P 400 Mid Cap Value

$14,595

Vanguard Morningstar Mid-Cap

$13,616

MeasureMDYVVO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.72%1.39%

5 years, per year+7.9%+6.4%

3 years, per year+16.8%+18.9%

Worst drop · 1Y−10.5%−8.2%

Volatility · 1Y14.3%12.9%

4–2measures won
VO first

0.5%

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, VO

Today

0.5%most shared, MDYV and VO

MDYVVO

MDYV—0.5%

VO0.5%—

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

VO$139 − $3 = $136

KeptFee

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