Compare · 2 funds side by side · dividends reinvested

FGD and SPYM

FGDFirst Trust×SPYMSPDR×
$7.5k$10k$12.5k$15k$17.5k$20kLow $7,607 · 2022FGD$17,480SPYM$17,192Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,480FGD · best of the two
02 / 04

FGD and SPYM, 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%$1.6B1.3
State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.8
Rank among the two1st → 2ndFee, 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 · SPYM 2005
@TheETFTracker·theetftracker.com

Head to Head

5Y
First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,480
FGD
SPYM
State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

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

FGDMeasureSPYM
+13.8%Year to dateJan 1 → Nov 6+8.8%
+20.8%1 yearTotal return+9.8%
+25.0%3 years · per year$10,000 became $19,517 · $18,082+21.8%
+11.8%5 years · per year$10,000 became $17,480 · $17,192+11.4%
0.55%Expense ratio$55 · $2 a year on $10k · lower is better0.02%
5.77%Trailing 12-mo yield$577 · $105 a year on $10k1.05%
−9.8%Worst dropSmaller is better−8.9%
12.8%VolatilityLower is calmer13.6%
FGDSPYM 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
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

FGD vs SPYM: Top 5 Holdings

Today
FGD
10.0%in top 5
in top 527.8%
FGDStockSPYM
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
@TheETFTracker·theetftracker.com

FGD vs SPYM Returns, Every Period

5Y
First TrustFGD
+11.8%
5 years, per year
SPYMSPDR
+11.4%
5 years, per year
0%+10%+20%+30%+13.8%+8.8%YTD+20.8%+9.8%1 year+25.0%+21.8%3 yrs · yr+11.8%+11.4%5 yrs · yr
FGDSPYMFaded: behind in that period
4–0FGD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Core: FGD vs SPYM

YTD
First TrustFGD
+13.8%
SPYMSPDR
+8.8%
Jan 1Nov 6+13.8%+8.8%
+13.8%Year to date+8.8%
−9.8%Worst drop · 1Y−8.9%
12.8%Volatility · 1Y13.6%
5.8%Yield1.1%
$1.6BAssets$178B
3–1FGD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: FGD, SPYM

Today
0.02%lowest, SPYM
FundExpense ratioFee$10k
SPYM0.02%$2
FGD0.55%$55
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: FGD, SPYM

1Y
5.77%highest, FGD
FundTrailing yieldYield$10k
FGD5.77%$577
SPYM1.05%$105
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$522most kept, FGD
FGD$577 − $55 = $522
SPYM$105 − $2 = $103
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: FGD, SPYM

Today
1.0%most shared, FGD and SPYM
FGDSPYM
FGD—1.0%
SPYM1.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+20.8%FGD, at 12.8% volatility
0%+10%+20%+30%5%10%15%Volatility · 1 year → bumpierFGD +20.8%SPYM +9.8%
FGDWorst drop−9.8%12.8% vol
SPYMWorst drop−8.9%13.6% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
FGDSPYM
Jan 1Nov 6+13.8%+8.8%
+13.8%Year to date+8.8%
5.8%Yield1.1%
+20.8%Past year+9.8%
0.55%Fee0.02%
3–1FGD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$178BAssets$778B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com