VO vs MDY

AVO

BMDY

Measures won5–1VO wins · of 6 · 5Y

$10,000 · 5Y$13,735MDY · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common0.2%VO and MDY

MDY

Vanguard Morningstar Mid-Cap ETF · $103BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.6B

+18.6%3 years · per year$16,701 · $15,665+16.1%

+6.3%5 years · per year$13,590 · $13,735+6.6%

0.03%Expense ratio$3 · $23 on $10k · lower wins0.23%

1.39%12-mo yield$139 · $107 on $10k1.06%

−8.2%Worst dropSmaller wins−8.8%

12.9%VolatilityLower wins15.4%

5–1VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVO · MDY

0.5%CTVA0.2%

Held in common0.2%

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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

VO vs MDY

Vanguard Morningstar Mid-Cap

$13,590

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureVOMDY

Fee0.03%0.23%

Cost on $10k a year$3$23

Yield1.39%1.06%

5 years, per year+6.3%+6.6%

3 years, per year+18.6%+16.1%

Worst drop · 1Y−8.2%−8.8%

Volatility · 1Y12.9%15.4%

5–1measures won
VO first

0.2%

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: VO, MDY

Today

0.2%most shared, VO and MDY

VOMDY

VO—0.2%

MDY0.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

MDY$107 − $23 = $84

KeptFee

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