SMDX vs MDY

ASMDX

BMDY

Measures won1–3MDY wins · of 6 · 5Y

$10,000 · 5Y$13,735MDY

Lowest cost0.23%MDY · $23 on $10k

Most income1.06%MDY · $107 on $10k

Smallest drop−8.7%SMDX · worst fall in 1Y

Held in common46.3%SMDX and MDY

SMDX

MDY

Intech S&P Small-Mid Cap Diversified Alpha ETF · $130MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.6B

[…]3 years · per year[…] · $15,665+16.1%

[…]5 years · per year[…] · $13,735+6.6%

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

0.54%12-mo yield$54 · $107 on $10k1.06%

−8.7%Worst dropSmaller wins−8.8%

15.8%VolatilityLower wins15.4%

1–3MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMDX · MDY

0.7%UTHR0.7%

0.9%USFD0.7%

1.7%THC0.7%

0.8%ATI0.7%

Held in common46.3%

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%	$26.6B
2	ASMDX	Intech S&P Small-Mid Cap Diversified Alpha ETFRead Desk		0.35%	0.54%	+0.4%	+11.4%	+14.5%	new	new	−8.7%	$130M

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%	$26.6B
2	ASMDX	Intech S&P Small-Mid Cap Diversified Alpha ETFRead Desk		0.35%	0.54%	+0.4%	+11.4%	+14.5%	new	new	−8.7%	$130M

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

SMDX vs MDY

SMDX

Intech S&P Small-Mid Cap Diversified Alpha

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureSMDXMDY

Fee0.35%0.23%

Cost on $10k a year$35$23

Yield0.54%1.06%

5 years, per year[…]+6.6%

3 years, per year[…]+16.1%

Worst drop · 1Y−8.7%−8.8%

Volatility · 1Y15.8%15.4%

3–1measures won
MDY first

46.3%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SMDX, MDY

Today

46.3%most shared, SMDX and MDY

SMDXMDY

SMDX—46.3%

MDY46.3%—

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

SMDX$54 − $35 = $19

KeptFee

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