Compare · 3 funds side by side · dividends reinvested

FGD, SPY and VOO

FGDFirst Trust×SPYSPDR×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,480FGD · best of the three

02 / 04

FGD, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.77%+13.8%+20.8%+25.0%+11.8%−9.8%12.8%$1.6B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FGD 2007 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,480

FGD

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

FGDMeasureSPY

+13.8%Year to dateJan 1 → Nov 6+8.7%

+20.8%1 yearTotal return+9.7%

+25.0%3 years · per year$10,000 became $19,517 · $18,039+21.7%

+11.8%5 years · per year$10,000 became $17,480 · $17,118+11.3%

0.55%Expense ratio$55 · $9 a year on $10k · lower is better0.09%

5.77%Trailing 12-mo yield$577 · $103 a year on $10k1.03%

−9.8%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer13.6%

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

6–2FGD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FGD vs SPY: Top 5 Holdings

Today

FGD

10.0%in top 5

SPY

in top 527.8%

FGDStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

2.7%RHInot top 5

not top 5GOOGL2.6%

1.9%017800.Knot top 5

1.9%TEP.PAnot top 5

1.8%BME.Lnot top 5

1.7%OMV.VInot top 5

Held in common1.0%

End-of-day Nov 6, 2026 · share of each fund

FGD vs SPY Returns, Every Period

First TrustFGD

+11.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FGDSPYFaded: behind in that period

4–0FGD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: FGD vs VOO

YTD

First TrustFGD

+13.8%

VOOVanguard

+8.7%

+13.8%Year to date+8.7%

−9.8%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y13.5%

5.8%Yield1.1%

$1.6BAssets$1.00T

3–1FGD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FGD, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

FGD0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FGD, SPY, VOO

5.77%highest, FGD

FundTrailing yieldYield$10k

FGD5.77%$577

VOO1.10%$110

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$522most kept, FGD

FGD$577 − $55 = $522

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FGD, SPY, VOO

Today

92.2%most shared, SPY and VOO

FGDSPYVOO

FGD—1.0%0.9%

SPY1.0%—92.2%

VOO0.9%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.8%FGD, at 12.8% volatility

FGDWorst drop−9.8%12.8% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FGDVOO

+13.8%Year to date+8.7%

5.8%Yield1.1%

+20.8%Past year+9.8%

0.55%Fee0.03%

3–1FGD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026