SPMD vs SPYM

ASPMD

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPMD $13,914

Lowest cost0.02%SPYM · $2 on $10k

Most income1.33%SPMD · $133 on $10k

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

Held in common0.0%SPMD and SPYM

SPMD

SPYM

State Street SPDR Portfolio S&P 400 Mid Cap ETF · $18.3BState Street SPDR Portfolio S&P 500 ETF · $178B

+16.5%3 years · per year$15,808 · $18,082+21.8%

+6.8%5 years · per year$13,914 · $17,192+11.4%

0.03%Expense ratio$3 · $2 on $10k · lower wins0.02%

1.33%12-mo yield$133 · $105 on $10k1.05%

−8.9%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins13.6%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPMD · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
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%	$18.3B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
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%	$18.3B

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 SPYM

SPMD

SPDR Portfolio S&P 400 Mid Cap

$13,914

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSPMDSPYM

Fee0.03%0.02%

Cost on $10k a year$3$2

Yield1.33%1.05%

5 years, per year+6.8%+11.4%

3 years, per year+16.5%+21.8%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y15.6%13.6%

4–1measures won
SPYM 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SPMD, SPYM

Today

0.0%most shared, SPMD and SPYM

SPMDSPYM

SPMD—0.0%

SPYM0.0%—

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

SPYM$105 − $2 = $103

KeptFee

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