Compare · 2 funds side by side · dividends reinvested

DVOL and SPY

DVOLFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

DVOL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1

First Trust Dorsey Wright Momentum & Low Volatility ETFUS Stock Styles · Factor0.60%0.79%+6.5%+8.4%+15.5%+5.9%−9.8%12.1%$75M1.9

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: DVOL 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Momentum & Low Volatility ETF · $75M$13,324

DVOL

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

DVOLMeasureSPY

+6.5%Year to dateJan 1 → Nov 4+13.3%

+8.4%1 yearTotal return+13.4%

+15.5%3 years · per year$10,000 became $15,415 · $19,132+24.1%

+5.9%5 years · per year$10,000 became $13,324 · $18,060+12.6%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

0.79%Trailing 12-mo yield$79 · $99 a year on $10k0.99%

−9.8%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer12.9%

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

1–7SPY wins

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

More Ways to See the Pairs

DVOL vs SPY: Top 5 Holdings

Today

DVOL

16.0%in top 5

SPY

in top 527.3%

DVOLStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.6%SPGnot top 5

3.2%TRVnot top 5

3.1%CFRnot top 5

3.1%CTASnot top 5

3.0%HLTnot top 5

not top 5GOOGL2.5%

Held in common9.3%

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

DVOL vs SPY Returns, Every Period

First TrustDVOL

+5.9%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

DVOLSPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: DVOL vs SPY

YTD

First TrustDVOL

+6.5%

SPYSPDR

+13.3%

+6.5%Year to date+13.3%

−9.8%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y12.9%

0.8%Yield1.0%

$74.8MAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: DVOL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DVOL0.60%$60

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

Yields: DVOL, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

DVOL0.79%$79

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

DVOL$79 − $60 = $19

KeptFee

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

Overlap: DVOL, SPY

Today

9.3%most shared, DVOL and SPY

DVOLSPY

DVOL—9.3%

SPY9.3%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

DVOLWorst drop−9.8%12.1% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SPYDVOL

+13.3%Year to date+6.5%

1.0%Yield0.8%

+13.4%Past year+8.4%

0.09%Fee0.60%

4–0SPY 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