SMCO vs MDY

ASMCO

BMDY

Measures won0–4MDY wins · of 6 · 5Y

$10,000 · 5Y$14,126MDY

Lowest cost0.23%MDY · $23 on $10k

Most income1.04%MDY · $104 on $10k

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

Held in common8.8%SMCO and MDY

SMCO

MDY

Hilton Small-MidCap Opportunity ETF · $147MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B

[…]3 years · per year[…] · $16,479+18.1%

[…]5 years · per year[…] · $14,126+7.2%

0.55%Expense ratio$55 · $23 on $10k · lower wins0.23%

0.95%12-mo yield$95 · $104 on $10k1.04%

−11.5%Worst dropSmaller wins−8.8%

15.3%VolatilityLower wins14.9%

0–4MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMCO · MDY

1.4%RS0.6%

1.7%NVT0.6%

1.5%SNX0.6%

1.2%MTSI0.5%

Held in common8.8%

End-of-day Nov 3, 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%	1.04%	+0.3%	+12.9%	+15.3%	+18.1%	+7.2%	−8.8%	$26.1B
2	ASMCO	Hilton Small-MidCap Opportunity ETFRead Desk		0.55%	0.95%	+0.2%	+6.3%	+7.0%	new	new	−11.5%	$147M

End-of-day Nov 3, 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%	1.04%	+0.3%	+12.9%	+15.3%	+18.1%	+7.2%	−8.8%	$26.1B
2	ASMCO	Hilton Small-MidCap Opportunity ETFRead Desk		0.55%	0.95%	+0.2%	+6.3%	+7.0%	new	new	−11.5%	$147M

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

Cards for this view

SMCO vs MDY

SMCO

Hilton Small-MidCap Opportunity

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,126

MeasureSMCOMDY

Fee0.55%0.23%

Cost on $10k a year$55$23

Yield0.95%1.04%

5 years, per year[…]+7.2%

3 years, per year[…]+18.1%

Worst drop · 1Y−11.5%−8.8%

Volatility · 1Y15.3%14.9%

4–0measures won
MDY first

8.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SMCO, MDY

Today

8.8%most shared, SMCO and MDY

SMCOMDY

SMCO—8.8%

MDY8.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$81most kept, MDY

MDY$104 − $23 = $81

SMCO$95 − $55 = $40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee