SPMD vs VUG

ASPMD

BVUG

Measures won3–2SPMD wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · SPMD $13,831

Lowest cost0.03%SPMD · $3 on $10k

Most income1.34%SPMD · $134 on $10k

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

Held in common0.0%SPMD and VUG

SPMD

VUG

State Street SPDR Portfolio S&P 400 Mid Cap ETF · $18.9BVanguard Morningstar Growth ETF · $233B

+16.5%3 years · per year$15,806 · $18,532+22.8%

+6.7%5 years · per year$13,831 · $16,052+9.9%

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

1.34%12-mo yield$134 · $43 on $10k0.43%

−8.9%Worst dropSmaller wins−15.1%

15.6%VolatilityLower wins19.0%

3–2SPMD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPMD · VUG

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

Held in common0.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk		0.03%	1.34%	−3.9%	+9.5%	+12.8%	+16.5%	+6.7%	−8.9%	$18.9B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk		0.03%	1.34%	−3.9%	+9.5%	+12.8%	+16.5%	+6.7%	−8.9%	$18.9B

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

SPMD vs VUG

SPMD

SPDR Portfolio S&P 400 Mid Cap

$13,831

VUG

Vanguard Morningstar Growth

$16,052

MeasureSPMDVUG

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.34%0.43%

5 years, per year+6.7%+9.9%

3 years, per year+16.5%+22.8%

Worst drop · 1Y−8.9%−15.1%

Volatility · 1Y15.6%19.0%

3–2measures won
SPMD first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: SPMD, VUG

Today

0.0%most shared, SPMD and VUG

SPMDVUG

SPMD—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$131most kept, SPMD

SPMD$134 − $3 = $131

VUG$43 − $3 = $40

KeptFee

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