Compare · 2 funds side by side · dividends reinvested

FIXD and SPYM

FIXDFirst Trust×SPYMSPDR×

Versus in desk

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

02 / 04

FIXD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$182B1.4

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.82%−1.3%−0.8%+5.4%−0.8%−5.4%4.4%$2.8B1.6

Rank among the two1st → 2ndFee, 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: FIXD 2017 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,614

FIXD

SPYM

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

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

FIXDMeasureSPYM

−1.3%Year to dateJan 1 → Nov 4+13.4%

−0.8%1 yearTotal return+13.5%

+5.4%3 years · per year$10,000 became $11,700 · $19,186+24.3%

−0.8%5 years · per year$10,000 became $9,614 · $18,126+12.6%

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

4.82%Trailing 12-mo yield$482 · $101 a year on $10k1.01%

−5.4%Worst dropSmaller is better−8.9%

4.4%VolatilityLower is calmer12.8%

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

3–5SPYM wins

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

More Ways to See the Pairs

FIXD vs SPYM: Top 5 Holdings

Today

FIXD

0.3%in top 5

SPYM

in top 527.3%

FIXDStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common0.0%

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

FIXD vs SPYM Returns, Every Period

First TrustFIXD

−0.8%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

FIXDSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: FIXD vs SPYM

YTD

First TrustFIXD

−1.3%

SPYMSPDR

+13.4%

−1.3%Year to date+13.4%

−5.4%Worst drop · 1Y−8.9%

4.4%Volatility · 1Y12.8%

4.8%Yield1.0%

$2.8BAssets$182B

3–1FIXD wins

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

Cost, Income and Risk

Fees: FIXD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FIXD0.65%$65

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

Yields: FIXD, SPYM

4.82%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.82%$482

SPYM1.01%$101

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

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

SPYM$101 − $2 = $99

KeptFee

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

Overlap: FIXD, SPYM

Today

0.0%most shared, FIXD and SPYM

FIXDSPYM

FIXD—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

FIXDWorst drop−5.4%4.4% vol

SPYMWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

FIXDSPYM

−1.3%Year to date+13.4%

4.8%Yield1.0%

−0.8%Past year+13.5%

0.65%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

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