XMLV vs MDY

AXMLV

BMDY

Measures won2–4MDY wins · of 6 · 5Y

$10,000 · 5Y$13,735MDY · XMLV $13,622

Lowest cost0.23%MDY · $23 on $10k

Most income3.01%XMLV · $301 on $10k

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

Held in common20.4%XMLV and MDY

XMLV

MDY

Invesco S&P MidCap Low Volatility ETF · $738MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.6B

+14.0%3 years · per year$14,812 · $15,665+16.1%

+6.4%5 years · per year$13,622 · $13,735+6.6%

0.25%Expense ratio$25 · $23 on $10k · lower wins0.23%

3.01%12-mo yield$301 · $107 on $10k1.06%

−9.2%Worst dropSmaller wins−8.8%

11.0%VolatilityLower wins15.4%

2–4MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMLV · MDY

1.1%RS0.6%

1.0%EWBC0.5%

1.2%RGA0.5%

1.4%WPC0.4%

Held in common20.4%

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	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk		0.25%	3.01%	−0.3%	+8.9%	+9.7%	+14.0%	+6.4%	−9.2%	$738M

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	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk		0.25%	3.01%	−0.3%	+8.9%	+9.7%	+14.0%	+6.4%	−9.2%	$738M

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

XMLV vs MDY

XMLV

Invesco S&P MidCap Low Volatility

$13,622

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureXMLVMDY

Fee0.25%0.23%

Cost on $10k a year$25$23

Yield3.01%1.06%

5 years, per year+6.4%+6.6%

3 years, per year+14.0%+16.1%

Worst drop · 1Y−9.2%−8.8%

Volatility · 1Y11.0%15.4%

4–2measures won
MDY first

20.4%

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: XMLV, MDY

Today

20.4%most shared, XMLV and MDY

XMLVMDY

XMLV—20.4%

MDY20.4%—

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

Income After Fees on $10,000

$276most kept, XMLV

XMLV$301 − $25 = $276

MDY$107 − $23 = $84

KeptFee

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