TSME vs MDY

ATSME

BMDY

Measures won1–4MDY wins · of 6 · 5Y

$10,000 · 5Y$13,735MDY

Lowest cost0.23%MDY · $23 on $10k

Most income1.06%MDY · $107 on $10k

Smallest drop−8.8%MDY · worst fall in 1Y

Held in common7.6%TSME and MDY

TSME

MDY

Thrivent Small-Mid Cap Equity ETF · $816MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.6B

+19.8%3 years · per year$17,188 · $15,665+16.1%

[…]5 years · per year[…] · $13,735+6.6%

0.65%Expense ratio$65 · $23 on $10k · lower wins0.23%

0.16%12-mo yield$16 · $107 on $10k1.06%

−16.0%Worst dropSmaller wins−8.8%

24.2%VolatilityLower wins15.4%

1–4MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTSME · MDY

1.6%USFD0.7%

2.2%SN0.5%

0.6%NVT0.5%

1.2%BURL0.5%

Held in common7.6%

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	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$26.6B
2	ATSME	Thrivent Small-Mid Cap Equity ETFRead Desk		0.65%	0.16%	+0.4%	+6.1%	+7.9%	+19.8%	new	−16.0%	$816M

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	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$26.6B
2	ATSME	Thrivent Small-Mid Cap Equity ETFRead Desk		0.65%	0.16%	+0.4%	+6.1%	+7.9%	+19.8%	new	−16.0%	$816M

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

TSME vs MDY

TSME

Thrivent Small-Mid Cap Equity

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureTSMEMDY

Fee0.65%0.23%

Cost on $10k a year$65$23

Yield0.16%1.06%

5 years, per year[…]+6.6%

3 years, per year+19.8%+16.1%

Worst drop · 1Y−16.0%−8.8%

Volatility · 1Y24.2%15.4%

4–1measures won
MDY first

7.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TSME, MDY

Today

7.6%most shared, TSME and MDY

TSMEMDY

TSME—7.6%

MDY7.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$84most kept, MDY

MDY$107 − $23 = $84

TSME$16 − $65 = −$49

KeptFee

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