Compare · 2 funds side by side · dividends reinvested

AFGR and SPYM

AFGRFirst 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 / 03

AFGR 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%$182B1.0

First Trust Active Factor Large Cap Growth ETFUS Stock Styles · Growth0.65%0.01%[…][…][…][…][…][…]$86M2.0

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: AFGR 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Large Cap Growth ETF · $86M[…]

AFGR

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 45.1% in common

AFGRMeasureSPYM

[…]Year to dateJan 1 → Nov 4+13.4%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

0.01%Trailing 12-mo yield$1 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.8%

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

0–2SPYM wins

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

More Ways to See the Pairs

AFGR vs SPYM: Top 5 Holdings

Today

AFGR

32.6%in top 5

SPYM

in top 527.3%

AFGRStockSPYM

10.6%NVDA7.7%

9.4%GOOGL2.5%

4.2%AAPL7.4%

4.3%MSFT5.9%

4.2%AMZN3.8%

Held in common45.1%

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

AFGR vs SPYM Returns, Every Period

First TrustAFGR

[…]

past year

SPYMSPDR

+13.5%

past year

Returns […]

AFGRSPYMFaded: behind in that period

0–0Level

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

Stocks vs Core: AFGR vs SPYM

YTD

First TrustAFGR

[…]

SPYMSPDR

+13.4%

[…]Year to date+13.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.8%

0.0%Yield1.0%

$85.6MAssets$182B

1–0SPYM wins

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

Cost, Income and Risk

Fees: AFGR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AFGR0.65%$65

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

Yields: AFGR, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

AFGR0.01%$1

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

AFGR$1 − $65 = −$64

KeptFee

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

Overlap: AFGR, SPYM

Today

45.1%most shared, AFGR and SPYM

AFGRSPYM

AFGR—45.1%

SPYM45.1%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

AFGRWorst drop[…][…]

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

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