Compare · 3 funds side by side · dividends reinvested

FDD, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,879FDD · best of the three

02 / 04

FDD, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust STOXX European Select Dividend Index FundIncome · Dividend stocks0.56%5.60%+13.1%+23.8%+28.9%+12.3%−9.4%16.7%$906M1.8

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%$182B1.8

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%$819B2.5

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: FDD 2007 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust STOXX European Select Dividend Index Fund · $906M$17,879

FDD

SPYM

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

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

FDDMeasureSPYM

+13.1%Year to dateJan 1 → Nov 6+8.8%

+23.8%1 yearTotal return+9.8%

+28.9%3 years · per year$10,000 became $21,430 · $18,082+21.8%

+12.3%5 years · per year$10,000 became $17,879 · $17,192+11.4%

0.56%Expense ratio$56 · $2 a year on $10k · lower is better0.02%

5.60%Trailing 12-mo yield$560 · $105 a year on $10k1.05%

−9.4%Worst dropSmaller is better−8.9%

16.7%VolatilityLower is calmer13.6%

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

5–3FDD wins

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

More Ways to See the Pairs

FDD vs SPYM: Top 5 Holdings

Today

FDD

26.2%in top 5

SPYM

in top 527.8%

FDDStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

6.2%LGEN.Lnot top 5

6.2%TEP.PAnot top 5

5.7%BME.Lnot top 5

4.1%ABN.ASnot top 5

4.0%AKRBP.OLnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

FDD vs SPYM Returns, Every Period

First TrustFDD

+12.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FDDSPYMFaded: behind in that period

4–0FDD wins

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

Income vs Core: FDD vs SPYM

YTD

First TrustFDD

+13.1%

SPYMSPDR

+8.8%

+13.1%Year to date+8.8%

−9.4%Worst drop · 1Y−8.9%

16.7%Volatility · 1Y13.6%

5.6%Yield1.1%

$906MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: FDD, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FDD0.56%$56

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

Yields: FDD, SPYM, SPY

5.60%highest, FDD

FundTrailing yieldYield$10k

FDD5.60%$560

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$504most kept, FDD

FDD$560 − $56 = $504

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: FDD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FDDSPYMSPY

FDD—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+23.8%FDD, at 16.7% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

FDDWorst drop−9.4%16.7% vol

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

Paid More vs Made More

YTD

FDDSPYM

+13.1%Year to date+8.8%

5.6%Yield1.1%

+23.8%Past year+9.8%

0.56%Fee0.02%

3–1FDD 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