SPY vs MDEV

ASPY

BMDEV

Measures won6–0SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · MDEV $9,086

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common2.4%SPY and MDEV

SPY

MDEV

State Street SPDR S&P 500 ETF · $805BFirst Trust Indxx Medical Devices ETF · $3M

+24.1%3 years · per year$19,132 · $13,541+10.6%

+12.6%5 years · per year$18,060 · $9,263−1.5%

0.09%Expense ratio$9 · $70 on $10k · lower wins0.70%

0.99%12-mo yield$99 · $9 on $10k0.09%

−8.9%Worst dropSmaller wins−18.2%

12.9%VolatilityLower wins17.3%

6–0SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · MDEV

0.4%TMO2.0%

0.3%ABT2.1%

0.3%ISRG2.1%

0.2%DHR1.9%

Held in common2.4%

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	BMDEV	First Trust Indxx Medical Devices ETFRead Desk		0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	BMDEV	First Trust Indxx Medical Devices ETFRead Desk		0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M

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

SPY vs MDEV

SPY

SPDR S&P 500

$18,060

MDEV

First Trust Indxx Medical Devices

$9,263

MeasureSPYMDEV

Fee0.09%0.70%

Cost on $10k a year$9$70

Yield0.99%0.09%

5 years, per year+12.6%−1.5%

3 years, per year+24.1%+10.6%

Worst drop · 1Y−8.9%−18.2%

Volatility · 1Y12.9%17.3%

6–0measures won
SPY first

2.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

Overlap: SPY, MDEV

Today

2.4%most shared, SPY and MDEV

SPYMDEV

SPY—2.4%

MDEV2.4%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

MDEV$9 − $70 = −$61

KeptFee

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