Compare · 2 funds side by side · dividends reinvested

FCVT and SPY

FCVTFirst Trust×SPYSPDR×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,214SPY · best of the two

Story of the two · IncomeMost incomeFCVT · 1.27% · $127 a year on $10k

Story of the two · RiskSmallest drop

FCVT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B1.1

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.27%+0.9%−0.5%+14.5%+1.5%−22.3%21.3%$76M1.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: FCVT 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 500 ETF · $807B$17,214

SPY

FCVT

First Trust SSI Strategic Convertible Securities ETF · $76M$10,795

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SPYMeasureFCVT

+11.5%

More Ways to See the Pairs

SPY vs FCVT: Top 5 Holdings

Today

SPY

26.8%in top 5

FCVT

in top 510.3%

SPYStockFCVT

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

not top 5GOOGM4.0%

4.0%AMZNnot top 5

Cost, Income and Risk

Fees: FCVT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FCVT0.95%$95

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FCVT, SPY

1Y

1.27%highest, FCVT

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+0.9%

+11.6%1 yearTotal return−0.5%

+21.4%3 years · per year$10,000 became $17,889 · $15,009+14.5%

+11.5%5 years · per year$10,000 became $17,214 · $10,795+1.5%

0.09%Expense ratio$9 · $95 a year on $10k · lower is better0.95%

1.01%Trailing 12-mo yield$101 · $127 a year on $10k1.27%

−8.9%Worst dropSmaller is better−22.3%

13.7%VolatilityLower is calmer21.3%

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

7–1SPY wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5METAM3.2%

2.6%GOOGLnot top 5

not top 5WFC-PL1.1%

not top 5BAC-PL1.0%

not top 5SMCIP1.0%

Held in common0.1%

End-of-day Nov 13, 2026 · share of each fund

SPY vs FCVT Returns, Every Period

5Y

SPDRSPY

+11.5%

5 years, per year

FCVTFirst Trust

+1.5%

5 years, per year

SPYFCVTFaded: behind in that period

4–0SPY wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs Bonds: SPY vs FCVT

YTD

SPDRSPY

+11.5%

FCVTFirst Trust

+0.9%

+11.5%Year to date+0.9%

−8.9%Worst drop · 1Y−22.3%

13.7%Volatility · 1Y21.3%

1.0%Yield1.3%

$807BAssets$75.7M

3–1SPY wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

FCVT1.27%$127

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$92most kept, SPY

SPY$101 − $9 = $92

FCVT$127 − $95 = $32

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FCVT, SPY

Today

0.1%most shared, FCVT and SPY

FCVTSPY

FCVT—0.1%

SPY0.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

FCVTWorst drop−22.3%21.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FCVTSPY

+0.9%Year to date+11.5%

1.3%Yield1.0%

−0.5%Past year+11.6%

0.95%Fee0.09%

3–1SPY wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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FCVT and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two