Compare · 2 funds side by side · dividends reinvested

FKU and SPYM

FKUFirst Trust×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,537SPYM · best of the two

Story of the two · IncomeMost incomeFKU · 3.72% · $372 a year on $10k

Story of the two · RiskSmallest drop

FKU and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust United Kingdom AlphaDEX FundInternational · Region & country0.80%3.72%+12.8%+20.3%+24.7%+9.6%−14.2%18.5%$36M1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: FKU 2012 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust United Kingdom AlphaDEX Fund · $36M$15,848

FKU

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

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

FKUMeasureSPYM

+12.8%

More Ways to See the Pairs

FKU vs SPYM: Top 5 Holdings

Today

FKU

12.6%in top 5

SPYM

in top 526.9%

FKUStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

2.8%KGF.Lnot top 5

Cost, Income and Risk

Fees: FKU, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FKU0.80%$80

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FKU, SPYM

1Y

3.72%highest, FKU

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+20.3%1 yearTotal return+12.8%

+24.7%3 years · per year$10,000 became $19,388 · $18,134+21.9%

+9.6%5 years · per year$10,000 became $15,848 · $17,537+11.9%

0.80%Expense ratio$80 · $2 a year on $10k · lower is better0.02%

3.72%Trailing 12-mo yield$372 · $102 a year on $10k1.02%

−14.2%Worst dropSmaller is better−8.9%

18.5%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGL2.6%

2.6%EZJ.Lnot top 5

2.6%SHEL.Lnot top 5

2.4%SDLF.Lnot top 5

2.3%CCC.Lnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

FKU vs SPYM Returns, Every Period

5Y

First TrustFKU

+9.6%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

FKUSPYMFaded: behind in that period

3–1FKU wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

International vs Core: FKU vs SPYM

YTD

First TrustFKU

+12.8%

SPYMSPDR

+12.4%

+12.8%Year to date+12.4%

−14.2%Worst drop · 1Y−8.9%

18.5%Volatility · 1Y13.7%

3.7%Yield1.0%

$36.3MAssets$183B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

FKU3.72%$372

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$292most kept, FKU

FKU$372 − $80 = $292

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FKU, SPYM

Today

0.0%most shared, FKU and SPYM

FKUSPYM

FKU—0.0%

SPYM0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.3%FKU, at 18.5% volatility

SPYMWorst drop−8.9%13.7% vol

FKUWorst drop−14.2%18.5% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FKUSPYM

+12.8%Year to date+12.4%

3.7%Yield1.0%

+20.3%Past year+12.8%

0.80%Fee0.02%

3–1FKU wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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FKU and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two