VOE vs MDY

AVOE

BMDY

Measures won6–0VOE wins · of 6 · 5Y

$10,000 · 5Y$16,036VOE · MDY $14,126

Lowest cost0.05%VOE · $5 on $10k

Most income1.84%VOE · $184 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common0.2%VOE and MDY

VOE

MDY

Vanguard Morningstar Mid-Cap Value ETF · $22.8BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B

+21.9%3 years · per year$18,135 · $16,479+18.1%

+9.9%5 years · per year$16,036 · $14,126+7.2%

0.05%Expense ratio$5 · $23 on $10k · lower wins0.23%

1.84%12-mo yield$184 · $104 on $10k1.04%

−6.9%Worst dropSmaller wins−8.8%

11.0%VolatilityLower wins14.9%

6–0VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOE · MDY

0.9%CTVA0.2%

Held in common0.2%

End-of-day Nov 3, 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	AVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.84%	−0.7%	+20.7%	+24.9%	+21.9%	+9.9%	−6.9%	$22.8B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.04%	+0.3%	+12.9%	+15.3%	+18.1%	+7.2%	−8.8%	$26.1B

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

Both

5Y2 funds

#			Trend
1	AVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.84%	−0.7%	+20.7%	+24.9%	+21.9%	+9.9%	−6.9%	$22.8B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.04%	+0.3%	+12.9%	+15.3%	+18.1%	+7.2%	−8.8%	$26.1B

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

Cards for this view

VOE vs MDY

VOE

Vanguard Morningstar Mid-Cap Value

$16,036

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,126

MeasureVOEMDY

Fee0.05%0.23%

Cost on $10k a year$5$23

Yield1.84%1.04%

5 years, per year+9.9%+7.2%

3 years, per year+21.9%+18.1%

Worst drop · 1Y−6.9%−8.8%

Volatility · 1Y11.0%14.9%

6–0measures won
VOE first

0.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VOE, MDY

Today

0.2%most shared, VOE and MDY

VOEMDY

VOE—0.2%

MDY0.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

MDY$104 − $23 = $81

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee