Compare · 2 funds side by side · dividends reinvested

FEM and SPY

FEMFirst Trust×SPYSPDR×

Versus in desk

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

02 / 04

FEM 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%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

First Trust Emerging Markets AlphaDEX FundInternational · Emerging0.80%2.40%+10.9%+14.9%+18.2%+6.9%−10.9%21.0%$748M1.6

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: FEM 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Emerging Markets AlphaDEX Fund · $748M$13,929

FEM

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

FEMMeasureSPY

+10.9%Year to dateJan 1 → Nov 5+8.3%

+14.9%1 yearTotal return+9.7%

+18.2%3 years · per year$10,000 became $16,510 · $18,174+22.0%

+6.9%5 years · per year$10,000 became $13,929 · $17,099+11.3%

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

2.40%Trailing 12-mo yield$240 · $103 a year on $10k1.03%

−10.9%Worst dropSmaller is better−8.9%

21.0%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

FEM vs SPY: Top 5 Holdings

Today

FEM

6.5%in top 5

SPY

in top 527.7%

FEMStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.4%TBBBnot top 5

1.4%FUNO11.Mnot top 5

1.2%KOFUBL.Mnot top 5

1.2%ASII.JKnot top 5

1.2%ONGC.NSnot top 5

Held in common0.0%

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

FEM vs SPY Returns, Every Period

First TrustFEM

+6.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FEMSPYFaded: behind in that period

2–2Level

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

International vs Core: FEM vs SPY

YTD

First TrustFEM

+10.9%

SPYSPDR

+8.3%

+10.9%Year to date+8.3%

−10.9%Worst drop · 1Y−8.9%

21.0%Volatility · 1Y13.6%

2.4%Yield1.0%

$748MAssets$805B

2–2level

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

Cost, Income and Risk

Fees: FEM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FEM0.80%$80

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

Yields: FEM, SPY

2.40%highest, FEM

FundTrailing yieldYield$10k

FEM2.40%$240

SPY1.03%$103

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

Income After Fees on $10,000

$160most kept, FEM

FEM$240 − $80 = $160

SPY$103 − $9 = $94

KeptFee

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

Overlap: FEM, SPY

Today

0.0%most shared, FEM and SPY

FEMSPY

FEM—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.9%FEM, at 21.0% volatility

SPYWorst drop−8.9%13.6% vol

FEMWorst drop−10.9%21.0% vol

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

Paid More vs Made More

YTD

FEMSPY

+10.9%Year to date+8.3%

2.4%Yield1.0%

+14.9%Past year+9.7%

0.80%Fee0.09%

3–1FEM 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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026