RFV vs MDY

ARFV

BMDY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,530RFV · MDY $14,436

Lowest cost0.23%MDY · $23 on $10k

Most income1.60%RFV · $160 on $10k

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

Held in common19.9%RFV and MDY

RFV

MDY

Invesco S&P MidCap 400 Pure Value ETF · $342MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B

+19.4%3 years · per year$17,012 · $16,442+18.0%

+11.9%5 years · per year$17,530 · $14,436+7.6%

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

1.60%12-mo yield$160 · $103 on $10k1.03%

−12.5%Worst dropSmaller wins−8.8%

15.4%VolatilityLower wins14.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRFV · MDY

0.9%USFD0.6%

0.9%PR0.6%

1.2%OVV0.5%

2.3%SNX0.5%

Held in common19.9%

End-of-day Nov 4, 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	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.60%	+0.8%	+18.3%	+20.7%	+19.4%	+11.9%	−12.5%	$342M
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+0.6%	+13.6%	+16.0%	+18.0%	+7.6%	−8.8%	$26.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.60%	+0.8%	+18.3%	+20.7%	+19.4%	+11.9%	−12.5%	$342M
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+0.6%	+13.6%	+16.0%	+18.0%	+7.6%	−8.8%	$26.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RFV vs MDY

RFV

Invesco S&P MidCap 400 Pure Value

$17,530

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,436

MeasureRFVMDY

Fee0.35%0.23%

Cost on $10k a year$35$23

Yield1.60%1.03%

5 years, per year+11.9%+7.6%

3 years, per year+19.4%+18.0%

Worst drop · 1Y−12.5%−8.8%

Volatility · 1Y15.4%14.9%

3–3measures won
level

19.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RFV, MDY

Today

19.9%most shared, RFV and MDY

RFVMDY

RFV—19.9%

MDY19.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, RFV

RFV$160 − $35 = $125

MDY$103 − $23 = $80

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee