Compare · 2 funds side by side · dividends reinvested

EMOT and SPY

EMOTFirst 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

EMOT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust S&P 500 Economic Moat ETFUS Stock Styles · Large cap0.60%1.04%+12.9%+13.2%[…][…]−9.2%12.4%$3M1.3

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%$819B1.5

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: EMOT 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P 500 Economic Moat ETF · $3M[…]

EMOT

SPY

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

$10,000 five years ago, dividends reinvested · they hold 25.8% in common

EMOTMeasureSPY

+12.9%Year to dateJan 1 → Nov 6+8.7%

+13.2%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

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

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

1.04%Trailing 12-mo yield$104 · $103 a year on $10k1.03%

−9.2%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer13.6%

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

4–2EMOT wins

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

More Ways to See the Pairs

EMOT vs SPY: Top 5 Holdings

Today

EMOT

13.3%in top 5

SPY

in top 527.8%

EMOTStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

2.6%MSFT6.3%

not top 5AMZN4.0%

2.9%MTDnot top 5

2.6%MCKnot top 5

not top 5GOOGL2.6%

2.6%MAnot top 5

2.6%ADPnot top 5

Held in common25.8%

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

EMOT vs SPY Returns, Every Period

First TrustEMOT

+13.2%

past year

SPYSPDR

+9.7%

past year

EMOTSPYFaded: behind in that period

2–0EMOT wins

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

Stocks vs Core: EMOT vs SPY

YTD

First TrustEMOT

+12.9%

SPYSPDR

+8.7%

+12.9%Year to date+8.7%

−9.2%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y13.6%

1.0%Yield1.0%

$2.8MAssets$819B

2–1EMOT wins

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

Cost, Income and Risk

Fees: EMOT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

EMOT0.60%$60

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

Yields: EMOT, SPY

1.04%highest, EMOT

FundTrailing yieldYield$10k

EMOT1.04%$104

SPY1.03%$103

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

EMOT$104 − $60 = $44

KeptFee

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

Overlap: EMOT, SPY

Today

25.8%most shared, EMOT and SPY

EMOTSPY

EMOT—25.8%

SPY25.8%—

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

Return vs Bumpiness: 2 ETFs

+13.2%EMOT, at 12.4% volatility

EMOTWorst drop−9.2%12.4% 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

EMOTSPY

+12.9%Year to date+8.7%

1.0%Yield1.0%

+13.2%Past year+9.7%

0.60%Fee0.09%

2–1EMOT 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