Compare · 2 funds side by side · dividends reinvested

FNY and SPYM

FNYFirst 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

FNY 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%$182B1.0

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%$551M2.0

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

FNY

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

FNYMeasureSPYM

+9.1%Year to dateJan 1 → Nov 4+13.4%

+7.2%1 yearTotal return+13.5%

+21.6%3 years · per year$10,000 became $17,993 · $19,186+24.3%

+6.2%5 years · per year$10,000 became $13,491 · $18,126+12.6%

0.73%Expense ratio$73 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

−13.5%Worst dropSmaller is better−8.9%

21.2%VolatilityLower is calmer12.8%

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

0–8SPYM 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 SPYM: Top 5 Holdings

Today

FNY

4.6%in top 5

SPYM

in top 527.3%

FNYStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.1%GKOSnot top 5

0.9%EXELnot top 5

0.9%HNGEnot top 5

0.9%CRLnot top 5

0.9%RELYnot top 5

Held in common0.2%

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

FNY vs SPYM Returns, Every Period

First TrustFNY

+6.2%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

FNYSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: FNY vs SPYM

YTD

First TrustFNY

+9.1%

SPYMSPDR

+13.4%

+9.1%Year to date+13.4%

−13.5%Worst drop · 1Y−8.9%

21.2%Volatility · 1Y12.8%

0.0%Yield1.0%

$551MAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: FNY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FNY0.73%$73

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

Yields: FNY, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

FNY0.00%$0

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

FNY$0 − $73 = −$73

KeptFee

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

Overlap: FNY, SPYM

Today

0.2%most shared, FNY and SPYM

FNYSPYM

FNY—0.2%

SPYM0.2%—

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

SPYMWorst drop−8.9%12.8% 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

SPYMFNY

+13.4%Year to date+9.1%

1.0%Yield0.0%

+13.5%Past year+7.2%

0.02%Fee0.73%

4–0SPYM 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