Compare · 3 funds side by side · dividends reinvested

FEX, SPY and VUG

FEXFirst Trust×SPYSPDR×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,358SPY · best of the three

Story of the three · IncomeMost incomeSPY · 1.01% · $101 a year on $10k

Story of the three · RiskSmallest drop

FEX, SPY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B1.8

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%1.01%+16.4%+19.2%+20.2%+9.9%−6.6%13.4%$1.6B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: FEX 2007 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,030

FEX

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested · they hold 32.9% in common

FEXMeasure

More Ways to See the Pairs

FEX vs SPY: Top 5 Holdings

Today

FEX

2.9%in top 5

SPY

in top 527.3%

FEXStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: FEX, SPY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SPY0.09%$9

FEX0.57%$57

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

Yields: FEX, SPY, VUG

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPY

+16.4%Year to dateJan 1 → Nov 10+10.8%

+19.2%1 yearTotal return+13.0%

+20.2%3 years · per year$10,000 became $17,364 · $17,888+21.4%

+9.9%5 years · per year$10,000 became $16,030 · $17,358+11.7%

0.57%Expense ratio$57 · $9 a year on $10k · lower is better0.09%

1.01%Trailing 12-mo yield$101 · $101 a year on $10k1.01%

−6.6%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.8%

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

4–3FEX wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%FISVnot top 5

0.6%PTCnot top 5

0.6%ROPnot top 5

0.6%STZnot top 5

0.5%SNnot top 5

Held in common32.9%

End-of-day Nov 10, 2026 · share of each fund

FEX vs SPY Returns, Every Period

5Y

First TrustFEX

+9.9%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

FEXSPYFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FEX vs SPY

YTD

First TrustFEX

+16.4%

SPYSPDR

+10.8%

+16.4%Year to date+10.8%

−6.6%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.8%

1.0%Yield1.0%

$1.6BAssets$778B

3–0FEX wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

FEX1.01%$101

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$92most kept, SPY

SPY$101 − $9 = $92

FEX$101 − $57 = $44

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FEX, SPY, VUG

Today

55.3%most shared, SPY and VUG

FEXSPYVUG

FEX—32.9%13.7%

SPY32.9%—55.3%

VUG13.7%55.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.2%FEX, at 13.4% volatility

FEXWorst drop−6.6%13.4% vol

SPYWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SPYFEX

+10.8%Year to date+16.4%

1.0%Yield1.0%

+13.0%Past year+19.2%

0.09%Fee0.57%

2–1FEX wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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FEX, SPY and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three