Compare · 2 funds side by side · dividends reinvested

EIPX and SPY

EIPXFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

EIPX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Energy Income Partners Strategy ETFIncome · Dividend stocks0.95%2.79%+24.9%+27.1%+19.4%[…]−6.9%12.2%$575M1.3

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%$819B1.6

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: EIPX 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

FT Energy Income Partners Strategy ETF · $575M[…]

EIPX

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

EIPXMeasureSPY

+24.9%Year to dateJan 1 → Nov 6+8.7%

+27.1%1 yearTotal return+9.7%

+19.4%3 years · per year$10,000 became $17,002 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.95%Expense ratio$95 · $9 a year on $10k · lower is better0.09%

2.79%Trailing 12-mo yield$279 · $103 a year on $10k1.03%

−6.9%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer13.6%

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

5–2EIPX wins

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

More Ways to See the Pairs

EIPX vs SPY: Top 5 Holdings

Today

EIPX

23.7%in top 5

SPY

in top 527.8%

EIPXStockSPY

not top 5AAPL7.9%

7.6%EPDnot top 5

not top 5NVDA6.9%

6.7%ETnot top 5

not top 5MSFT6.3%

not top 5AMZN4.0%

3.8%MPLXnot top 5

2.9%NFGnot top 5

2.8%PAGPnot top 5

not top 5GOOGL2.6%

Held in common4.3%

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

EIPX vs SPY Returns, Every Period

First TrustEIPX

+27.1%

past year

SPYSPDR

+9.7%

past year

EIPXSPYFaded: behind in that period

2–1EIPX wins

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

Income vs Core: EIPX vs SPY

YTD

First TrustEIPX

+24.9%

SPYSPDR

+8.7%

+24.9%Year to date+8.7%

−6.9%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y13.6%

2.8%Yield1.0%

$575MAssets$819B

4–0EIPX wins

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

Cost, Income and Risk

Fees: EIPX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

EIPX0.95%$95

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

Yields: EIPX, SPY

2.79%highest, EIPX

FundTrailing yieldYield$10k

EIPX2.79%$279

SPY1.03%$103

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

Income After Fees on $10,000

$184most kept, EIPX

EIPX$279 − $95 = $184

SPY$103 − $9 = $94

KeptFee

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

Overlap: EIPX, SPY

Today

4.3%most shared, EIPX and SPY

EIPXSPY

EIPX—4.3%

SPY4.3%—

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

Return vs Bumpiness: 2 ETFs

+27.1%EIPX, at 12.2% volatility

EIPXWorst drop−6.9%12.2% 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

EIPXSPY

+24.9%Year to date+8.7%

2.8%Yield1.0%

+27.1%Past year+9.7%

0.95%Fee0.09%

3–1EIPX 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