Compare · 3 funds side by side · dividends reinvested

FGD, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

FGD, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.58%+17.8%+25.1%+26.7%+12.4%−9.8%12.7%$1.6B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FGD 2007 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,978

FGD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

FGDMeasureSPYM

+17.8%Year to dateJan 1 → Nov 4+13.4%

+25.1%1 yearTotal return+13.5%

+26.7%3 years · per year$10,000 became $20,344 · $19,186+24.3%

+12.4%5 years · per year$10,000 became $17,978 · $18,126+12.6%

0.55%Expense ratio$55 · $2 a year on $10k · lower is better0.02%

5.58%Trailing 12-mo yield$558 · $101 a year on $10k1.01%

−9.8%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer12.8%

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

5–3FGD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FGD vs SPYM: Top 5 Holdings

Today

FGD

10.2%in top 5

SPYM

in top 527.3%

FGDStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

2.8%RHInot top 5

not top 5GOOGL2.5%

2.0%017800.Knot top 5

1.9%TEP.PAnot top 5

1.8%BME.Lnot top 5

1.7%OMV.VInot top 5

Held in common0.9%

End-of-day Nov 4, 2026 · share of each fund

FGD vs SPYM Returns, Every Period

First TrustFGD

+12.4%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

FGDSPYMFaded: behind in that period

3–1FGD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: FGD vs SPYM

YTD

First TrustFGD

+17.8%

SPYMSPDR

+13.4%

+17.8%Year to date+13.4%

−9.8%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y12.8%

5.6%Yield1.0%

$1.6BAssets$182B

3–1FGD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FGD, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FGD0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FGD, SPYM, SPY

5.58%highest, FGD

FundTrailing yieldYield$10k

FGD5.58%$558

SPYM1.01%$101

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$503most kept, FGD

FGD$558 − $55 = $503

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FGD, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

FGDSPYMSPY

FGD—0.9%0.9%

SPYM0.9%—99.8%

SPY0.9%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.1%FGD, at 12.7% volatility

FGDWorst drop−9.8%12.7% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FGDSPYM

+17.8%Year to date+13.4%

5.6%Yield1.0%

+25.1%Past year+13.5%

0.55%Fee0.02%

3–1FGD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026