SMIG vs MDST

ASMIG

BMDST

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,925SMIG

Lowest cost0.60%SMIG · $60 on $10k

Most income9.96%MDST · $996 on $10k

Smallest drop−8.1%MDST · worst fall in 1Y

Held in common10.0%SMIG and MDST

SMIG

MDST

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5BWestwood Salient Enhanced Midstream Income ETF · $298M

+15.1%3 years · per year$15,260 · […][…]

+6.8%5 years · per year$13,925 · […][…]

0.60%Expense ratio$60 · $80 on $10k · lower wins0.80%

1.70%12-mo yield$170 · $996 on $10k9.96%

−8.5%Worst dropSmaller wins−8.1%

11.7%VolatilityLower wins14.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMIG · MDST

4.5%TRGP5.2%

3.3%DTM5.4%

2.2%PAGP5.0%

Held in common10.0%

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	ASMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk		0.60%	1.70%	−2.7%	+11.6%	+13.8%	+15.1%	+6.8%	−8.5%	$1.5B
2	BMDST	Westwood Salient Enhanced Midstream Income ETFRead Desk		0.80%	9.96%	−2.8%	+11.8%	+19.1%	new	new	−8.1%	$298M

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	ASMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk		0.60%	1.70%	−2.7%	+11.6%	+13.8%	+15.1%	+6.8%	−8.5%	$1.5B
2	BMDST	Westwood Salient Enhanced Midstream Income ETFRead Desk		0.80%	9.96%	−2.8%	+11.8%	+19.1%	new	new	−8.1%	$298M

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

SMIG vs MDST

SMIG

Bahl & Gaynor Small/Mid Cap Income Growth

$13,925

MDST

Westwood Salient Enhanced Midstream Income

[…]

MeasureSMIGMDST

Fee0.60%0.80%

Cost on $10k a year$60$80

Yield1.70%9.96%

5 years, per year+6.8%[…]

3 years, per year+15.1%[…]

Worst drop · 1Y−8.5%−8.1%

Volatility · 1Y11.7%14.3%

2–2measures won
level

10.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SMIG, MDST

Today

10.0%most shared, SMIG and MDST

SMIGMDST

SMIG—10.0%

MDST10.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$916most kept, MDST

MDST$996 − $80 = $916

SMIG$170 − $60 = $110

KeptFee

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