Compare · 2 funds side by side · dividends reinvested

FCA and SPYM

FCAFirst 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

FCA and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$179B1.1

First Trust China AlphaDEX FundThematic · China0.80%5.89%−10.4%−12.6%+14.8%+1.7%−29.3%22.0%$28M1.9

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: FCA 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust China AlphaDEX Fund · $28M$10,859

FCA

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FCAMeasureSPYM

−10.4%Year to dateJan 1 → Nov 9+11.3%

−12.6%1 yearTotal return+13.6%

+14.8%3 years · per year$10,000 became $15,125 · $18,161+22.0%

+1.7%5 years · per year$10,000 became $10,859 · $17,553+11.9%

0.80%Expense ratio$80 · $2 a year on $10k · lower is better0.02%

5.89%Trailing 12-mo yield$589 · $103 a year on $10k1.03%

−29.3%Worst dropSmaller is better−8.9%

22.0%VolatilityLower is calmer13.7%

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

1–7SPYM wins

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

More Ways to See the Pairs

FCA vs SPYM: Top 5 Holdings

Today

FCA

20.5%in top 5

SPYM

in top 527.8%

FCAStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.8%1919.HKnot top 5

4.4%0857.HKnot top 5

4.3%2688.HKnot top 5

not top 5AMZN4.0%

3.7%0788.HKnot top 5

3.4%2628.HKnot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

FCA vs SPYM Returns, Every Period

First TrustFCA

+1.7%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

FCASPYMFaded: behind in that period

0–4SPYM wins

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

Thematic vs Core: FCA vs SPYM

YTD

First TrustFCA

−10.4%

SPYMSPDR

+11.3%

−10.4%Year to date+11.3%

−29.3%Worst drop · 1Y−8.9%

22.0%Volatility · 1Y13.7%

5.9%Yield1.0%

$28.0MAssets$179B

3–1SPYM wins

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

Cost, Income and Risk

Fees: FCA, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FCA0.80%$80

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

Yields: FCA, SPYM

5.89%highest, FCA

FundTrailing yieldYield$10k

FCA5.89%$589

SPYM1.03%$103

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

Income After Fees on $10,000

$509most kept, FCA

FCA$589 − $80 = $509

SPYM$103 − $2 = $101

KeptFee

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

Overlap: FCA, SPYM

Today

0.0%most shared, FCA and SPYM

FCASPYM

FCA—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

FCAWorst drop−29.3%22.0% vol

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

Paid More vs Made More

YTD

FCASPYM

−10.4%Year to date+11.3%

5.9%Yield1.0%

−12.6%Past year+13.6%

0.80%Fee0.02%

3–1SPYM 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