Compare · 2 funds side by side · dividends reinvested

FDN and SPYM

FDNFirst Trust×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

FDN 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.0

First Trust Dow Jones Internet Index FundSectors · Technology0.49%0.00%+1.3%−4.0%+21.8%+2.5%−20.4%21.5%$4.8B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: FDN 2006 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Internet Index Fund · $4.8B$11,294

FDN

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

FDNMeasureSPYM

+1.3%Year to dateJan 1 → Nov 4+13.4%

−4.0%1 yearTotal return+13.5%

+21.8%3 years · per year$10,000 became $18,059 · $19,186+24.3%

+2.5%5 years · per year$10,000 became $11,295 · $18,126+12.6%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

−20.4%Worst dropSmaller is better−8.9%

21.5%VolatilityLower is calmer12.8%

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

0–8SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDN vs SPYM: Top 5 Holdings

Today

FDN

40.6%in top 5

SPYM

in top 527.3%

FDNStockSPYM

10.7%AMZN3.8%

10.3%METAnot top 5

8.9%CSCOnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.7%NFLXnot top 5

5.1%GOOGL2.5%

Held in common13.5%

End-of-day Nov 4, 2026 · share of each fund

FDN vs SPYM Returns, Every Period

First TrustFDN

+2.5%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

FDNSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Core: FDN vs SPYM

YTD

First TrustFDN

+1.3%

SPYMSPDR

+13.4%

+1.3%Year to date+13.4%

−20.4%Worst drop · 1Y−8.9%

21.5%Volatility · 1Y12.8%

0.0%Yield1.0%

$4.8BAssets$182B

4–0SPYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDN, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FDN0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDN, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

FDN0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

FDN$0 − $49 = −$49

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDN, SPYM

Today

13.5%most shared, FDN and SPYM

FDNSPYM

FDN—13.5%

SPYM13.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

FDNWorst drop−20.4%21.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMFDN

+13.4%Year to date+1.3%

1.0%Yield0.0%

+13.5%Past year−4.0%

0.02%Fee0.49%

4–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026