Compare · 2 funds side by side · dividends reinvested

FSZ and SPY

FSZFirst 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

FSZ 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.1

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%1.93%+7.4%+12.7%+17.2%+6.5%−10.4%14.7%$37M1.9

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: FSZ 2012 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Switzerland AlphaDEX Fund · $37M$13,731

FSZ

SPY

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FSZMeasureSPY

+7.4%Year to dateJan 1 → Nov 4+13.3%

+12.7%1 yearTotal return+13.4%

+17.2%3 years · per year$10,000 became $16,101 · $19,132+24.1%

+6.5%5 years · per year$10,000 became $13,731 · $18,060+12.6%

0.80%Expense ratio$80 · $9 a year on $10k · lower is better0.09%

1.93%Trailing 12-mo yield$193 · $99 a year on $10k0.99%

−10.4%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer12.9%

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

1–7SPY wins

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

More Ways to See the Pairs

FSZ vs SPY: Top 5 Holdings

Today

FSZ

23.0%in top 5

SPY

in top 527.3%

FSZStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.6%SUN.SWnot top 5

4.9%SREN.SWnot top 5

4.6%SDZ.SWnot top 5

4.1%VONN.SWnot top 5

not top 5AMZN3.8%

3.7%BKW.SWnot top 5

not top 5GOOGL2.5%

Held in common0.0%

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

FSZ vs SPY Returns, Every Period

First TrustFSZ

+6.5%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

FSZSPYFaded: behind in that period

0–4SPY wins

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

International vs Core: FSZ vs SPY

YTD

First TrustFSZ

+7.4%

SPYSPDR

+13.3%

+7.4%Year to date+13.3%

−10.4%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y12.9%

1.9%Yield1.0%

$37.5MAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: FSZ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FSZ0.80%$80

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

Yields: FSZ, SPY

1.93%highest, FSZ

FundTrailing yieldYield$10k

FSZ1.93%$193

SPY0.99%$99

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

Income After Fees on $10,000

$113most kept, FSZ

FSZ$193 − $80 = $113

SPY$99 − $9 = $90

KeptFee

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

Overlap: FSZ, SPY

Today

0.0%most shared, FSZ and SPY

FSZSPY

FSZ—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

FSZWorst drop−10.4%14.7% vol

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

Paid More vs Made More

YTD

FSZSPY

+7.4%Year to date+13.3%

1.9%Yield1.0%

+12.7%Past year+13.4%

0.80%Fee0.09%

3–1SPY 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