Compare · 2 funds side by side · dividends reinvested

AFEM and SPYM

AFEMFirst Trust×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

AFEM and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

First Trust Active Factor Emerging Markets ETFInternational · Emerging0.85%2.73%+17.7%+20.9%+23.9%+10.3%−11.7%19.7%$76M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AFEM 2016 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Emerging Markets ETF · $76M$16,310

AFEM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AFEMMeasureSPYM

+17.7%Year to dateJan 1 → Nov 4+13.4%

+20.9%1 yearTotal return+13.5%

+23.9%3 years · per year$10,000 became $19,006 · $19,186+24.3%

+10.3%5 years · per year$10,000 became $16,310 · $18,126+12.6%

0.85%Expense ratio$85 · $2 a year on $10k · lower is better0.02%

2.73%Trailing 12-mo yield$273 · $101 a year on $10k1.01%

−11.7%Worst dropSmaller is better−8.9%

19.7%VolatilityLower is calmer12.8%

AFEMSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFEM vs SPYM: Top 5 Holdings

Today

AFEM

27.6%in top 5

SPYM

in top 527.3%

AFEMStockSPYM

13.6%2330.TWnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

7.0%005930.Knot top 5

not top 5MSFT5.9%

not top 5AMZN3.8%

3.3%000660.Knot top 5

not top 5GOOGL2.5%

1.9%1398.HKnot top 5

1.8%3328.HKnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

AFEM vs SPYM Returns, Every Period

First TrustAFEM

+10.3%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

AFEMSPYMFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Core: AFEM vs SPYM

YTD

First TrustAFEM

+17.7%

SPYMSPDR

+13.4%

+17.7%Year to date+13.4%

−11.7%Worst drop · 1Y−8.9%

19.7%Volatility · 1Y12.8%

2.7%Yield1.0%

$76.5MAssets$182B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFEM, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AFEM0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFEM, SPYM

2.73%highest, AFEM

FundTrailing yieldYield$10k

AFEM2.73%$273

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$188most kept, AFEM

AFEM$273 − $85 = $188

SPYM$101 − $2 = $99

KeptFee

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

Overlap: AFEM, SPYM

Today

0.0%most shared, AFEM and SPYM

AFEMSPYM

AFEM—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+20.9%AFEM, at 19.7% volatility

SPYMWorst drop−8.9%12.8% vol

AFEMWorst drop−11.7%19.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AFEMSPYM

+17.7%Year to date+13.4%

2.7%Yield1.0%

+20.9%Past year+13.5%

0.85%Fee0.02%

3–1AFEM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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