Compare · 2 funds side by side · dividends reinvested

FEX and SPY

FEXFirst Trust×SPYSPDR×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,214SPY · best of the two

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

Story of the two · RiskSmallest drop

FEX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%1.00%+16.7%+17.9%+20.6%+9.8%−6.6%13.5%$1.6B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B1.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: FEX 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Large Cap Core AlphaDEX Fund · $1.6B$15,967

FEX

SPY

State Street SPDR S&P 500 ETF · $807B$17,214

$10,000 five years ago, dividends reinvested · they hold 33.1% in common

FEXMeasureSPY

+16.7%

More Ways to See the Pairs

FEX vs SPY: Top 5 Holdings

Today

FEX

2.8%in top 5

SPY

in top 526.8%

FEXStockSPY

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: FEX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FEX0.57%$57

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FEX, SPY

1Y

1.01%highest, SPY

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+11.5%

+17.9%1 yearTotal return+11.6%

+20.6%3 years · per year$10,000 became $17,545 · $17,889+21.4%

+9.8%5 years · per year$10,000 became $15,967 · $17,214+11.5%

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

1.00%Trailing 12-mo yield$100 · $101 a year on $10k1.01%

−6.6%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%PTCnot top 5

0.6%ROPnot top 5

0.6%FISVnot top 5

0.5%STZnot top 5

0.5%SNnot top 5

Held in common33.1%

End-of-day Nov 13, 2026 · share of each fund

FEX vs SPY Returns, Every Period

5Y

First TrustFEX

+9.8%

5 years, per year

SPYSPDR

+11.5%

5 years, per year

FEXSPYFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FEX vs SPY

YTD

First TrustFEX

+16.7%

SPYSPDR

+11.5%

+16.7%Year to date+11.5%

−6.6%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.7%

1.0%Yield1.0%

$1.6BAssets$807B

3–0FEX wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

SPY1.01%$101

FEX1.00%$100

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$92most kept, SPY

SPY$101 − $9 = $92

FEX$100 − $57 = $43

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FEX, SPY

Today

33.1%most shared, FEX and SPY

FEXSPY

FEX—33.1%

SPY33.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.9%FEX, at 13.5% volatility

FEXWorst drop−6.6%13.5% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SPYFEX

+11.5%Year to date+16.7%

1.0%Yield1.0%

+11.6%Past year+17.9%

0.09%Fee0.57%

2–1FEX wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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FEX and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two