Compare · 2 funds side by side · dividends reinvested

DFEB and SPYM

DFEBFirst Trust×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

DFEB 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.3

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+6.9%+8.8%+13.8%+7.9%−4.1%5.7%$459M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFEB 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

SPYM

DFEB

FT Vest U.S. Equity Deep Buffer ETF - February · $459M$14,594

$10,000 five years ago, dividends reinvested

SPYMMeasureDFEB

+8.8%Year to dateJan 1 → Nov 6+6.9%

+9.8%1 yearTotal return+8.8%

+21.8%3 years · per year$10,000 became $18,082 · $14,754+13.8%

+11.4%5 years · per year$10,000 became $17,192 · $14,594+7.9%

0.02%Expense ratio$2 · $85 a year on $10k · lower is better0.85%

1.05%Trailing 12-mo yield$105 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−4.1%

13.6%VolatilityLower is calmer5.7%

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

6–2SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs DFEB: Top 5 Holdings

Today

SPYM

27.8%in top 5

DFEB

in top 5[…]

SPYMStockDFEB

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SPYM vs DFEB Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

DFEBFirst Trust

+7.9%

5 years, per year

SPYMDFEBFaded: behind in that period

4–0SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Defined Outcome: SPYM vs DFEB

YTD

SPDRSPYM

+8.8%

DFEBFirst Trust

+6.9%

+8.8%Year to date+6.9%

−8.9%Worst drop · 1Y−4.1%

13.6%Volatility · 1Y5.7%

1.1%Yield0.0%

$182BAssets$459M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFEB, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFEB0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFEB, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

DFEB0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

DFEB$0 − $85 = −$85

KeptFee

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

Overlap: DFEB, SPYM

Today

[…]holdings […]

DFEBSPYM

DFEB—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

DFEBWorst drop−4.1%5.7% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMDFEB

+8.8%Year to date+6.9%

1.1%Yield0.0%

+9.8%Past year+8.8%

0.02%Fee0.85%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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