RFG vs MDY

ARFG

BMDY

Measures won0–6MDY wins · of 6 · 5Y

$10,000 · 5Y$13,735MDY · RFG $11,694

Lowest cost0.23%MDY · $23 on $10k

Most income1.06%MDY · $107 on $10k

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

Held in common29.5%RFG and MDY

RFG

MDY

Invesco S&P MidCap 400 Pure Growth ETF · $302MState Street SPDR S&P MIDCAP 400 ETF Trust · $25.5B

+13.4%3 years · per year$14,584 · $15,665+16.1%

+3.2%5 years · per year$11,694 · $13,735+6.6%

0.35%Expense ratio$35 · $23 on $10k · lower wins0.23%

0.12%12-mo yield$12 · $107 on $10k1.06%

−16.8%Worst dropSmaller wins−8.8%

21.2%VolatilityLower wins15.4%

0–6MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFG · MDY

1.6%UTHR0.7%

2.1%FTI0.7%

1.7%THC0.7%

1.7%ATI0.7%

Held in common29.5%

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	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
2	ARFG	Invesco S&P MidCap 400 Pure Growth ETFRead Desk		0.35%	0.12%	+1.4%	+4.1%	+6.0%	+13.4%	+3.2%	−16.8%	$302M

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	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
2	ARFG	Invesco S&P MidCap 400 Pure Growth ETFRead Desk		0.35%	0.12%	+1.4%	+4.1%	+6.0%	+13.4%	+3.2%	−16.8%	$302M

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

RFG vs MDY

RFG

Invesco S&P MidCap 400 Pure Growth

$11,694

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureRFGMDY

Fee0.35%0.23%

Cost on $10k a year$35$23

Yield0.12%1.06%

5 years, per year+3.2%+6.6%

3 years, per year+13.4%+16.1%

Worst drop · 1Y−16.8%−8.8%

Volatility · 1Y21.2%15.4%

6–0measures won
MDY first

29.5%

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: RFG, MDY

Today

29.5%most shared, RFG and MDY

RFGMDY

RFG—29.5%

MDY29.5%—

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

Income After Fees on $10,000

$84most kept, MDY

MDY$107 − $23 = $84

RFG$12 − $35 = −$23

KeptFee

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