Compare · 2 funds side by side · dividends reinvested

FMTM and SPY

FMTMMarketDesk×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

FMTM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.3

MarketDesk Focused U.S. Momentum ETFUS Stock Styles · Factor0.45%0.26%+14.1%+15.5%[…][…]−16.0%27.2%$266M1.7

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: FMTM 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

MarketDesk Focused U.S. Momentum ETF · $266M[…]

FMTM

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

FMTMMeasureSPY

+14.1%Year to dateJan 1 → Nov 6+8.7%

+15.5%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.45%Expense ratio$45 · $9 a year on $10k · lower is better0.09%

0.26%Trailing 12-mo yield$26 · $103 a year on $10k1.03%

−16.0%Worst dropSmaller is better−8.9%

27.2%VolatilityLower is calmer13.6%

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

2–4SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FMTM vs SPY: Top 5 Holdings

Today

FMTM

18.0%in top 5

SPY

in top 527.8%

FMTMStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.7%MCKnot top 5

3.6%TTEKnot top 5

3.6%PSAnot top 5

3.6%CBCnot top 5

3.6%RNRnot top 5

not top 5GOOGL2.6%

Held in common3.9%

End-of-day Nov 6, 2026 · share of each fund

FMTM vs SPY Returns, Every Period

MarketDeskFMTM

+15.5%

past year

SPYSPDR

+9.7%

past year

FMTMSPYFaded: behind in that period

2–0FMTM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FMTM vs SPY

YTD

MarketDeskFMTM

+14.1%

SPYSPDR

+8.7%

+14.1%Year to date+8.7%

−16.0%Worst drop · 1Y−8.9%

27.2%Volatility · 1Y13.6%

0.3%Yield1.0%

$266MAssets$819B

3–1SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FMTM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FMTM0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FMTM, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

FMTM0.26%$26

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FMTM$26 − $45 = −$19

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FMTM, SPY

Today

3.9%most shared, FMTM and SPY

FMTMSPY

FMTM—3.9%

SPY3.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.5%FMTM, at 27.2% volatility

SPYWorst drop−8.9%13.6% vol

FMTMWorst drop−16.0%27.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYFMTM

+8.7%Year to date+14.1%

1.0%Yield0.3%

+9.7%Past year+15.5%

0.09%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026