Compare · 3 funds side by side · dividends reinvested

FCG, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,610FCG · best of the three

02 / 04

FCG, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

First Trust Natural Gas ETFCommodities · Oil & gas0.59%2.36%+21.3%+28.0%+5.2%+12.0%−19.7%29.0%$629M2.0

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%$819B2.4

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: FCG 2007 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Natural Gas ETF · $629M$17,610

FCG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

FCGMeasureSPYM

+21.3%Year to dateJan 1 → Nov 6+8.8%

+28.0%1 yearTotal return+9.8%

+5.2%3 years · per year$10,000 became $11,652 · $18,082+21.8%

+12.0%5 years · per year$10,000 became $17,610 · $17,192+11.4%

0.59%Expense ratio$59 · $2 a year on $10k · lower is better0.02%

2.36%Trailing 12-mo yield$236 · $105 a year on $10k1.05%

−19.7%Worst dropSmaller is better−8.9%

29.0%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

FCG vs SPYM: Top 5 Holdings

Today

FCG

23.1%in top 5

SPYM

in top 527.8%

FCGStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.1%COPnot top 5

4.9%EOGnot top 5

4.4%RRCnot top 5

4.4%OXYnot top 5

4.2%DVNnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.7%

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

FCG vs SPYM Returns, Every Period

First TrustFCG

+12.0%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FCGSPYMFaded: behind in that period

3–1FCG wins

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

Commodities vs Core: FCG vs SPYM

YTD

First TrustFCG

+21.3%

SPYMSPDR

+8.8%

+21.3%Year to date+8.8%

−19.7%Worst drop · 1Y−8.9%

29.0%Volatility · 1Y13.6%

2.4%Yield1.1%

$629MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: FCG, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FCG0.59%$59

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

Yields: FCG, SPYM, SPY

2.36%highest, FCG

FundTrailing yieldYield$10k

FCG2.36%$236

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$177most kept, FCG

FCG$236 − $59 = $177

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: FCG, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FCGSPYMSPY

FCG—0.7%0.7%

SPYM0.7%—99.9%

SPY0.7%99.9%—

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

Return vs Bumpiness: 3 ETFs

+28.0%FCG, at 29.0% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

FCGWorst drop−19.7%29.0% vol

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

Paid More vs Made More

YTD

FCGSPYM

+21.3%Year to date+8.8%

2.4%Yield1.1%

+28.0%Past year+9.8%

0.59%Fee0.02%

3–1FCG 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026