Compare · 2 funds side by side · dividends reinvested

EDOW and SPYM

EDOWFirst Trust×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

EDOW and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow 30 Equal Weight ETFUS Stock Styles · Equal weight0.50%1.21%+14.3%+17.9%+18.7%+10.2%−8.7%12.0%$324M1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: EDOW 2017 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow 30 Equal Weight ETF · $324M$16,239

EDOW

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 27.9% in common

EDOWMeasureSPYM

+14.3%Year to dateJan 1 → Nov 9+11.3%

+17.9%1 yearTotal return+13.6%

+18.7%3 years · per year$10,000 became $16,738 · $18,161+22.0%

+10.2%5 years · per year$10,000 became $16,239 · $17,553+11.9%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

1.21%Trailing 12-mo yield$121 · $103 a year on $10k1.03%

−8.7%Worst dropSmaller is better−8.9%

12.0%VolatilityLower is calmer13.7%

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

5–3EDOW wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EDOW vs SPYM: Top 5 Holdings

Today

EDOW

19.0%in top 5

SPYM

in top 527.8%

EDOWStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.9%WMTnot top 5

3.9%AMGNnot top 5

3.8%PGnot top 5

3.8%Vnot top 5

3.7%MMMnot top 5

not top 5GOOGL2.6%

Held in common27.9%

End-of-day Nov 9, 2026 · share of each fund

EDOW vs SPYM Returns, Every Period

First TrustEDOW

+10.2%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

EDOWSPYMFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: EDOW vs SPYM

YTD

First TrustEDOW

+14.3%

SPYMSPDR

+11.3%

+14.3%Year to date+11.3%

−8.7%Worst drop · 1Y−8.9%

12.0%Volatility · 1Y13.7%

1.2%Yield1.0%

$324MAssets$179B

4–0EDOW wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EDOW, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

EDOW0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EDOW, SPYM

1.21%highest, EDOW

FundTrailing yieldYield$10k

EDOW1.21%$121

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

EDOW$121 − $50 = $71

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EDOW, SPYM

Today

27.9%most shared, EDOW and SPYM

EDOWSPYM

EDOW—27.9%

SPYM27.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.9%EDOW, at 12.0% volatility

EDOWWorst drop−8.7%12.0% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EDOWSPYM

+14.3%Year to date+11.3%

1.2%Yield1.0%

+17.9%Past year+13.6%

0.50%Fee0.02%

3–1EDOW wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026