Compare · 2 funds side by side · dividends reinvested

EIPI and SPYM

EIPIFirst 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

EIPI and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Energy Income Partners Enhanced Income ETFIncome · Dividend stocks1.11%6.89%+16.0%+19.3%[…][…]−6.7%11.1%$1.1B1.2

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%$178B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: EIPI 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

FT Energy Income Partners Enhanced Income ETF · $1.1B[…]

EIPI

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

EIPIMeasureSPYM

+16.0%Year to dateJan 1 → Nov 6+8.8%

+19.3%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

1.11%Expense ratio$111 · $2 a year on $10k · lower is better0.02%

6.89%Trailing 12-mo yield$689 · $105 a year on $10k1.05%

−6.7%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.6%

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

5–1EIPI wins

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

More Ways to See the Pairs

EIPI vs SPYM: Top 5 Holdings

Today

EIPI

26.9%in top 5

SPYM

in top 527.8%

EIPIStockSPYM

8.7%EPDnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.4%ETnot top 5

not top 5MSFT6.3%

4.6%MPLXnot top 5

not top 5AMZN4.0%

3.8%KMInot top 5

3.4%XOMnot top 5

not top 5GOOGL2.6%

Held in common4.0%

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

EIPI vs SPYM Returns, Every Period

First TrustEIPI

+19.3%

past year

SPYMSPDR

+9.8%

past year

EIPISPYMFaded: behind in that period

2–0EIPI wins

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

Income vs Core: EIPI vs SPYM

YTD

First TrustEIPI

+16.0%

SPYMSPDR

+8.8%

+16.0%Year to date+8.8%

−6.7%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.6%

6.9%Yield1.1%

$1.1BAssets$178B

4–0EIPI wins

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

Cost, Income and Risk

Fees: EIPI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

EIPI1.11%$111

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

Yields: EIPI, SPYM

6.89%highest, EIPI

FundTrailing yieldYield$10k

EIPI6.89%$689

SPYM1.05%$105

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

Income After Fees on $10,000

$578most kept, EIPI

EIPI$689 − $111 = $578

SPYM$105 − $2 = $103

KeptFee

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

Overlap: EIPI, SPYM

Today

4.0%most shared, EIPI and SPYM

EIPISPYM

EIPI—4.0%

SPYM4.0%—

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

Return vs Bumpiness: 2 ETFs

+19.3%EIPI, at 11.1% volatility

EIPIWorst drop−6.7%11.1% 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

EIPISPYM

+16.0%Year to date+8.8%

6.9%Yield1.1%

+19.3%Past year+9.8%

1.11%Fee0.02%

3–1EIPI 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026