Compare · 2 funds side by side · dividends reinvested

FNY and MDY

FNYFirst Trust×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,436MDY · best of the two

02 / 04

FNY and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.2B1.1

First Trust Mid Cap Growth AlphaDEX FundUS Stock Styles · Mid cap0.73%0.00%+9.1%+7.2%+21.6%+6.2%−13.5%21.2%$551M1.9

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: FNY 2011 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Mid Cap Growth AlphaDEX Fund · $551M$13,492

FNY

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B$14,436

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

FNYMeasureMDY

+9.1%Year to dateJan 1 → Nov 4+13.6%

+7.2%1 yearTotal return+16.0%

+21.6%3 years · per year$10,000 became $17,993 · $16,442+18.0%

+6.2%5 years · per year$10,000 became $13,491 · $14,436+7.6%

0.73%Expense ratio$73 · $23 a year on $10k · lower is better0.23%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

−13.5%Worst dropSmaller is better−8.8%

21.2%VolatilityLower is calmer14.9%

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

1–7MDY wins

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

More Ways to See the Pairs

FNY vs MDY: Top 5 Holdings

Today

FNY

4.6%in top 5

MDY

in top 53.8%

FNYStockMDY

1.1%GKOSnot top 5

0.9%EXELnot top 5

not top 5OKTA0.9%

0.9%HNGEnot top 5

0.9%CRLnot top 5

0.9%RELYnot top 5

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

Held in common21.9%

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

FNY vs MDY Returns, Every Period

First TrustFNY

+6.2%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

FNYMDYFaded: behind in that period

1–3MDY wins

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

FNY vs MDY

YTD

First TrustFNY

+9.1%

MDYSPDR

+13.6%

+9.1%Year to date+13.6%

−13.5%Worst drop · 1Y−8.8%

21.2%Volatility · 1Y14.9%

0.0%Yield1.0%

$551MAssets$26.2B

4–0MDY wins

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

Cost, Income and Risk

Fees: FNY, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

FNY0.73%$73

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

Yields: FNY, MDY

1.03%highest, MDY

FundTrailing yieldYield$10k

MDY1.03%$103

FNY0.00%$0

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

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

FNY$0 − $73 = −$73

KeptFee

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

Overlap: FNY, MDY

Today

21.9%most shared, FNY and MDY

FNYMDY

FNY—21.9%

MDY21.9%—

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

Return vs Bumpiness: 2 ETFs

+16.0%MDY, at 14.9% volatility

MDYWorst drop−8.8%14.9% vol

FNYWorst drop−13.5%21.2% vol

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

Paid More vs Made More

YTD

MDYFNY

+13.6%Year to date+9.1%

1.0%Yield0.0%

+16.0%Past year+7.2%

0.23%Fee0.73%

4–0MDY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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