SPYM vs MDEV

ASPYM

BMDEV

Measures won6–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · MDEV $9,086

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common2.4%SPYM and MDEV

SPYM

MDEV

State Street SPDR Portfolio S&P 500 ETF · $182BFirst Trust Indxx Medical Devices ETF · $4M

+22.1%3 years · per year$18,222 · $13,194+9.7%

+11.4%5 years · per year$17,164 · $9,086−1.9%

0.02%Expense ratio$2 · $70 on $10k · lower wins0.70%

1.06%12-mo yield$106 · $10 on $10k0.10%

−8.9%Worst dropSmaller wins−18.2%

13.6%VolatilityLower wins17.4%

6–0SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · 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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	BMDEV	First Trust Indxx Medical Devices ETFRead Desk		0.70%	0.10%	−1.2%	+9.6%	+12.2%	+9.7%	−1.9%	−18.2%	$4M

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	BMDEV	First Trust Indxx Medical Devices ETFRead Desk		0.70%	0.10%	−1.2%	+9.6%	+12.2%	+9.7%	−1.9%	−18.2%	$4M

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

SPYM vs MDEV

SPYM

SPDR Portfolio S&P 500

$17,164

MDEV

First Trust Indxx Medical Devices

$9,086

MeasureSPYMMDEV

Fee0.02%0.70%

Cost on $10k a year$2$70

Yield1.06%0.10%

5 years, per year+11.4%−1.9%

3 years, per year+22.1%+9.7%

Worst drop · 1Y−8.9%−18.2%

Volatility · 1Y13.6%17.4%

6–0measures won
SPYM first

2.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPYM, MDEV

Today

2.4%most shared, SPYM and MDEV

SPYMMDEV

SPYM—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

$104most kept, SPYM

SPYM$106 − $2 = $104

MDEV$10 − $70 = −$60

KeptFee

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