Compare · 2 funds side by side · dividends reinvested

FSGS and SPY

FSGSFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

FSGS 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%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.0

First Trust SMID Growth Strength ETFUS Stock Styles · Growth0.60%0.03%+8.5%+9.4%+11.1%+3.7%−11.3%15.3%$29M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: FSGS 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

FSGS

First Trust SMID Growth Strength ETF · $29M$11,969

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SPYMeasureFSGS

+11.2%Year to dateJan 1 → Nov 9+8.5%

+13.5%1 yearTotal return+9.4%

+21.9%3 years · per year$10,000 became $18,118 · $13,731+11.1%

+11.8%5 years · per year$10,000 became $17,493 · $11,969+3.7%

0.09%Expense ratio$9 · $60 a year on $10k · lower is better0.60%

1.01%Trailing 12-mo yield$101 · $3 a year on $10k0.03%

−8.9%Worst dropSmaller is better−11.3%

13.7%VolatilityLower is calmer15.3%

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

8–0SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs FSGS: Top 5 Holdings

Today

SPY

27.8%in top 5

FSGS

in top 56.2%

SPYStockFSGS

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5YOU1.3%

not top 5QNST1.3%

not top 5JLL1.2%

not top 5NBIX1.2%

not top 5QTWO1.2%

Held in common0.4%

End-of-day Nov 9, 2026 · share of each fund

SPY vs FSGS Returns, Every Period

SPDRSPY

+11.8%

5 years, per year

FSGSFirst Trust

+3.7%

5 years, per year

SPYFSGSFaded: behind in that period

4–0SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPY vs FSGS

YTD

SPDRSPY

+11.2%

FSGSFirst Trust

+8.5%

+11.2%Year to date+8.5%

−8.9%Worst drop · 1Y−11.3%

13.7%Volatility · 1Y15.3%

1.0%Yield0.0%

$778BAssets$29.0M

4–0SPY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSGS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FSGS0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FSGS, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

FSGS0.03%$3

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

FSGS$3 − $60 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FSGS, SPY

Today

0.4%most shared, FSGS and SPY

FSGSSPY

FSGS—0.4%

SPY0.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

FSGSWorst drop−11.3%15.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYFSGS

+11.2%Year to date+8.5%

1.0%Yield0.0%

+13.5%Past year+9.4%

0.09%Fee0.60%

4–0SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026