SPMD vs SPY

ASPMD

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SPMD $13,914

Lowest cost0.03%SPMD · $3 on $10k

Most income1.33%SPMD · $133 on $10k

Smallest drop−8.9%SPMD · worst fall in 1Y

Held in common0.0%SPMD and SPY

SPMD

SPY

State Street SPDR Portfolio S&P 400 Mid Cap ETF · $19.0BState Street SPDR S&P 500 ETF · $819B

+16.5%3 years · per year$15,808 · $18,039+21.7%

+6.8%5 years · per year$13,914 · $17,118+11.3%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

1.33%12-mo yield$133 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPMD · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk		0.03%	1.33%	+0.6%	+10.2%	+12.8%	+16.5%	+6.8%	−8.9%	$19.0B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk		0.03%	1.33%	+0.6%	+10.2%	+12.8%	+16.5%	+6.8%	−8.9%	$19.0B

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

SPMD vs SPY

SPMD

SPDR Portfolio S&P 400 Mid Cap

$13,914

SPY

SPDR S&P 500

$17,118

MeasureSPMDSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield1.33%1.03%

5 years, per year+6.8%+11.3%

3 years, per year+16.5%+21.7%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y15.6%13.6%

3–2measures won
SPY first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: SPMD, SPY

Today

0.0%most shared, SPMD and SPY

SPMDSPY

SPMD—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$130most kept, SPMD

SPMD$133 − $3 = $130

SPY$103 − $9 = $94

KeptFee

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