SPMD vs VO

ASPMD

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$16,499IWF · SPMD $14,309

Lowest cost0.03%SPMD · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.2%SPMD and VO

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF · $18.8BVanguard Morningstar Mid-Cap ETF · $103B

+18.5%3 years · per year$16,637 · $17,496+20.5%

+7.4%5 years · per year$14,309 · $13,977+6.9%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.29%12-mo yield$129 · $135 on $10k1.35%

−8.9%Worst dropSmaller wins−8.2%

15.0%VolatilityLower wins12.4%

1–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPMD · VO

0.2%CTVA0.5%

Held in common0.2%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk	0.03%	1.29%	+0.3%	+13.3%	+15.7%	+18.5%	+7.4%	−8.9%	$18.8B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk	0.03%	1.29%	+0.3%	+13.3%	+15.7%	+18.5%	+7.4%	−8.9%	$18.8B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

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

SPMD vs VO

SPMD

SPDR Portfolio S&P 400 Mid Cap

$14,309

Vanguard Morningstar Mid-Cap

$13,977

MeasureSPMDVO

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.29%1.35%

5 years, per year+7.4%+6.9%

3 years, per year+18.5%+20.5%

Worst drop · 1Y−8.9%−8.2%

Volatility · 1Y15.0%12.4%

3–1measures won
VO first

0.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: SPMD, VO, IWF

Today

9.3%most shared, VO and IWF

SPMDVOIWF

SPMD—0.2%1.9%

VO0.2%—9.3%

IWF1.9%9.3%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SPMD$129 − $3 = $126

IWF$37 − $18 = $19

KeptFee

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