Compare · 2 funds side by side · dividends reinvested

FPWR and SPY

FPWRFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

FPWR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust EIP Power Solutions ETFUnsorted0.96%2.09%+14.5%+14.0%+21.1%+11.5%−9.3%11.6%$34M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FPWR 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust EIP Power Solutions ETF · $34M$17,212

FPWR

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

FPWRMeasureSPY

+14.5%Year to dateJan 1 → Nov 4+13.3%

+14.0%1 yearTotal return+13.4%

+21.1%3 years · per year$10,000 became $17,771 · $19,132+24.1%

+11.5%5 years · per year$10,000 became $17,212 · $18,060+12.6%

0.96%Expense ratio$96 · $9 a year on $10k · lower is better0.09%

2.09%Trailing 12-mo yield$209 · $99 a year on $10k0.99%

−9.3%Worst dropSmaller is better−8.9%

11.6%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

FPWR vs SPY: Top 5 Holdings

Today

FPWR

19.7%in top 5

SPY

in top 527.3%

FPWRStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

4.8%EPDnot top 5

4.8%ETnot top 5

not top 5AMZN3.8%

3.6%DUKnot top 5

3.2%NFGnot top 5

3.2%WECnot top 5

not top 5GOOGL2.5%

Held in common2.8%

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

FPWR vs SPY Returns, Every Period

First TrustFPWR

+11.5%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

FPWRSPYFaded: behind in that period

2–2Level

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

Unsorted vs Core: FPWR vs SPY

YTD

First TrustFPWR

+14.5%

SPYSPDR

+13.3%

+14.5%Year to date+13.3%

−9.3%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y12.9%

2.1%Yield1.0%

$33.8MAssets$798B

3–1FPWR wins

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

Cost, Income and Risk

Fees: FPWR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FPWR0.96%$96

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

Yields: FPWR, SPY

2.09%highest, FPWR

FundTrailing yieldYield$10k

FPWR2.09%$209

SPY0.99%$99

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

Income After Fees on $10,000

$113most kept, FPWR

FPWR$209 − $96 = $113

SPY$99 − $9 = $90

KeptFee

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

Overlap: FPWR, SPY

Today

2.8%most shared, FPWR and SPY

FPWRSPY

FPWR—2.8%

SPY2.8%—

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

Return vs Bumpiness: 2 ETFs

+14.0%FPWR, at 11.6% volatility

FPWRWorst drop−9.3%11.6% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

FPWRSPY

+14.5%Year to date+13.3%

2.1%Yield1.0%

+14.0%Past year+13.4%

0.96%Fee0.09%

3–1FPWR 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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026