Compare · 2 funds side by side · dividends reinvested

FDT and SPY

FDTFirst Trust×SPYSPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

FDT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Developed Markets ex-US AlphaDEX FundInternational · Developed0.80%3.14%+12.2%+18.7%+26.8%+10.8%−13.4%21.8%$1.4B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDT 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Developed Markets ex-US AlphaDEX Fund · $1.4B$16,725

FDT

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

FDTMeasureSPY

+12.2%Year to dateJan 1 → Nov 5+8.3%

+18.7%1 yearTotal return+9.7%

+26.8%3 years · per year$10,000 became $20,403 · $18,174+22.0%

+10.8%5 years · per year$10,000 became $16,725 · $17,099+11.3%

0.80%Expense ratio$80 · $9 a year on $10k · lower is better0.09%

3.14%Trailing 12-mo yield$314 · $103 a year on $10k1.03%

−13.4%Worst dropSmaller is better−8.9%

21.8%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

FDT vs SPY: Top 5 Holdings

Today

FDT

3.2%in top 5

SPY

in top 527.7%

FDTStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.7%BZU.MInot top 5

0.7%SOF.BRnot top 5

0.7%0316.HKnot top 5

0.6%9022.Tnot top 5

0.6%SDLF.Lnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FDT vs SPY Returns, Every Period

First TrustFDT

+10.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FDTSPYFaded: behind in that period

3–1FDT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Core: FDT vs SPY

YTD

First TrustFDT

+12.2%

SPYSPDR

+8.3%

+12.2%Year to date+8.3%

−13.4%Worst drop · 1Y−8.9%

21.8%Volatility · 1Y13.6%

3.1%Yield1.0%

$1.4BAssets$819B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FDT0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDT, SPY

3.14%highest, FDT

FundTrailing yieldYield$10k

FDT3.14%$314

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$234most kept, FDT

FDT$314 − $80 = $234

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDT, SPY

Today

0.0%most shared, FDT and SPY

FDTSPY

FDT—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%FDT, at 21.8% volatility

SPYWorst drop−8.9%13.6% vol

FDTWorst drop−13.4%21.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FDTSPY

+12.2%Year to date+8.3%

3.1%Yield1.0%

+18.7%Past year+9.7%

0.80%Fee0.09%

3–1FDT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026