Compare · 3 funds side by side · dividends reinvested

EDOW, SPYM and SPY

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

02 / 04

EDOW, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow 30 Equal Weight ETFUS Stock Styles · Equal weight0.50%1.23%+12.2%+14.9%+18.6%+9.8%−8.7%11.9%$324M1.8

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%$178B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.5

Rank among the three1st → 3rdFee, 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: EDOW 2017 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow 30 Equal Weight ETF · $324M$15,990

EDOW

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

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

EDOWMeasureSPYM

+12.2%Year to dateJan 1 → Nov 6+8.8%

+14.9%1 yearTotal return+9.8%

+18.6%3 years · per year$10,000 became $16,699 · $18,082+21.8%

+9.8%5 years · per year$10,000 became $15,990 · $17,192+11.4%

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

1.23%Trailing 12-mo yield$123 · $105 a year on $10k1.05%

−8.7%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer13.6%

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

5–3EDOW wins

End-of-day Nov 6, 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

19.1%in top 5

SPYM

in top 527.8%

EDOWStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.9%WMTnot top 5

3.8%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 6, 2026 · share of each fund

EDOW vs SPYM Returns, Every Period

First TrustEDOW

+9.8%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

EDOWSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: EDOW vs SPYM

YTD

First TrustEDOW

+12.2%

SPYMSPDR

+8.8%

+12.2%Year to date+8.8%

−8.7%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y13.6%

1.2%Yield1.1%

$324MAssets$178B

4–0EDOW wins

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

Cost, Income and Risk

Fees: EDOW, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

EDOW0.50%$50

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

Yields: EDOW, SPYM, SPY

1.23%highest, EDOW

FundTrailing yieldYield$10k

EDOW1.23%$123

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

EDOW$123 − $50 = $73

KeptFee

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

Overlap: EDOW, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

EDOWSPYMSPY

EDOW—27.9%27.9%

SPYM27.9%—99.9%

SPY27.9%99.9%—

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

Return vs Bumpiness: 3 ETFs

+14.9%EDOW, at 11.9% volatility

EDOWWorst drop−8.7%11.9% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

EDOWSPYM

+12.2%Year to date+8.8%

1.2%Yield1.1%

+14.9%Past year+9.8%

0.50%Fee0.02%

3–1EDOW wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026