Compare · 2 funds side by side · dividends reinvested

FID and SPY

FIDFirst Trust×SPYSPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

FID and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust S&P International Dividend Aristocrats ETFIncome · Dividend stocks0.60%3.98%+12.1%+18.8%+21.2%+9.1%−8.9%10.6%$169M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: FID 2013 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P International Dividend Aristocrats ETF · $169M$15,483

FID

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FIDMeasureSPY

+12.1%Year to dateJan 1 → Nov 5+8.3%

+18.8%1 yearTotal return+9.7%

+21.2%3 years · per year$10,000 became $17,808 · $18,174+22.0%

+9.1%5 years · per year$10,000 became $15,483 · $17,099+11.3%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

3.98%Trailing 12-mo yield$398 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer13.6%

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

4–3FID wins

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

More Ways to See the Pairs

FID vs SPY: Top 5 Holdings

Today

FID

11.9%in top 5

SPY

in top 527.7%

FIDStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

2.7%LGEN.Lnot top 5

not top 5GOOGL2.6%

2.5%0992.HKnot top 5

2.5%TEP.PAnot top 5

2.3%APA.AXnot top 5

2.0%DNB.OLnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FID vs SPY Returns, Every Period

First TrustFID

+9.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FIDSPYFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: FID vs SPY

YTD

First TrustFID

+12.1%

SPYSPDR

+8.3%

+12.1%Year to date+8.3%

−8.9%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y13.6%

4.0%Yield1.0%

$169MAssets$805B

3–0FID wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FID, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FID0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FID, SPY

3.98%highest, FID

FundTrailing yieldYield$10k

FID3.98%$398

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$338most kept, FID

FID$398 − $60 = $338

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FID, SPY

Today

0.0%most shared, FID and SPY

FIDSPY

FID—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%FID, at 10.6% volatility

FIDWorst drop−8.9%10.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FIDSPY

+12.1%Year to date+8.3%

4.0%Yield1.0%

+18.8%Past year+9.7%

0.60%Fee0.09%

3–1FID wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026