Compare · 3 funds side by side · dividends reinvested

FEM, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

FEM, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

First Trust Emerging Markets AlphaDEX FundInternational · Emerging0.80%2.40%+10.9%+14.9%+18.2%+6.9%−10.9%21.0%$748M2.3

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%$805B2.3

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

FEM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

FEMMeasureSPYM

+10.9%Year to dateJan 1 → Nov 5+8.4%

+14.9%1 yearTotal return+9.8%

+18.2%3 years · per year$10,000 became $16,510 · $18,222+22.1%

+6.9%5 years · per year$10,000 became $13,929 · $17,164+11.4%

0.80%Expense ratio$80 · $2 a year on $10k · lower is better0.02%

2.40%Trailing 12-mo yield$240 · $106 a year on $10k1.06%

−10.9%Worst dropSmaller is better−8.9%

21.0%VolatilityLower is calmer13.6%

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

3–5SPYM 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 SPYM: Top 5 Holdings

Today

FEM

6.5%in top 5

SPYM

in top 527.7%

FEMStockSPYM

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 SPYM Returns, Every Period

First TrustFEM

+6.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FEMSPYMFaded: behind in that period

2–2Level

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

International vs Core: FEM vs SPYM

YTD

First TrustFEM

+10.9%

SPYMSPDR

+8.4%

+10.9%Year to date+8.4%

−10.9%Worst drop · 1Y−8.9%

21.0%Volatility · 1Y13.6%

2.4%Yield1.1%

$748MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: FEM, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FEM0.80%$80

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

Yields: FEM, SPYM, SPY

2.40%highest, FEM

FundTrailing yieldYield$10k

FEM2.40%$240

SPYM1.06%$106

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

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: FEM, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FEMSPYMSPY

FEM—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+14.9%FEM, at 21.0% volatility

SPYMWorst drop−8.9%13.6% vol

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

FEMSPYM

+10.9%Year to date+8.4%

2.4%Yield1.1%

+14.9%Past year+9.8%

0.80%Fee0.02%

3–1FEM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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