VO vs MMID

AVO

BMMID

Measures won3–1VO wins · of 6 · 5Y

$10,000 · 5Y$14,290VO

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−7.9%MMID · worst fall in 1Y

Held in common13.4%VO and MMID

MMID

Vanguard Morningstar Mid-Cap ETF · $103BMFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETF · $38M

+20.7%3 years · per year$17,578 · […][…]

+7.4%5 years · per year$14,290 · […][…]

0.03%Expense ratio$3 · $59 on $10k · lower wins0.59%

1.34%12-mo yield$134 · $90 on $10k0.90%

−8.2%Worst dropSmaller wins−7.9%

12.4%VolatilityLower wins13.1%

3–1VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVO · MMID

1.1%VLO0.9%

0.8%HPE1.0%

0.6%SNOW1.1%

0.6%GWW1.5%

Held in common13.4%

End-of-day Nov 4, 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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
2	BMMID	MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETFRead Desk		0.59%	0.90%	+1.4%	+12.7%	+15.6%	new	new	−7.9%	$38M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
2	BMMID	MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETFRead Desk		0.59%	0.90%	+1.4%	+12.7%	+15.6%	new	new	−7.9%	$38M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VO vs MMID

Vanguard Morningstar Mid-Cap

$14,290

MMID

MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap

[…]

MeasureVOMMID

Fee0.03%0.59%

Cost on $10k a year$3$59

Yield1.34%0.90%

5 years, per year+7.4%[…]

3 years, per year+20.7%[…]

Worst drop · 1Y−8.2%−7.9%

Volatility · 1Y12.4%13.1%

3–1measures won
VO first

13.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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 4, 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 4, 2026

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 4, 2026

Overlap: VO, MMID

Today

13.4%most shared, VO and MMID

VOMMID

VO—13.4%

MMID13.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

MMID$90 − $59 = $31

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee