Compare · 2 funds side by side · dividends reinvested

FTC and SPY

FTCFirst 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

FTC 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%$805B1.0

First Trust Large Cap Growth AlphaDEX FundUS Stock Styles · Growth0.58%0.12%+6.4%+4.1%+22.9%+8.1%−13.6%22.4%$1.3B2.0

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: FTC 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Large Cap Growth AlphaDEX Fund · $1.3B$14,788

FTC

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 28.7% in common

FTCMeasureSPY

+6.4%Year to dateJan 1 → Nov 4+13.3%

+4.1%1 yearTotal return+13.4%

+22.9%3 years · per year$10,000 became $18,586 · $19,132+24.1%

+8.1%5 years · per year$10,000 became $14,788 · $18,060+12.6%

0.58%Expense ratio$58 · $9 a year on $10k · lower is better0.09%

0.12%Trailing 12-mo yield$12 · $99 a year on $10k0.99%

−13.6%Worst dropSmaller is better−8.9%

22.4%VolatilityLower is calmer12.9%

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

0–8SPY wins

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

More Ways to See the Pairs

FTC vs SPY: Top 5 Holdings

Today

FTC

5.1%in top 5

SPY

in top 527.3%

FTCStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.1%SNnot top 5

1.0%EXPDnot top 5

1.0%EXPEnot top 5

1.0%MEDPnot top 5

1.0%CPAYnot top 5

Held in common28.7%

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

FTC vs SPY Returns, Every Period

First TrustFTC

+8.1%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

FTCSPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: FTC vs SPY

YTD

First TrustFTC

+6.4%

SPYSPDR

+13.3%

+6.4%Year to date+13.3%

−13.6%Worst drop · 1Y−8.9%

22.4%Volatility · 1Y12.9%

0.1%Yield1.0%

$1.3BAssets$805B

4–0SPY wins

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

Cost, Income and Risk

Fees: FTC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FTC0.58%$58

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

Yields: FTC, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

FTC0.12%$12

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

FTC$12 − $58 = −$46

KeptFee

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

Overlap: FTC, SPY

Today

28.7%most shared, FTC and SPY

FTCSPY

FTC—28.7%

SPY28.7%—

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

FTCWorst drop−13.6%22.4% vol

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

Paid More vs Made More

YTD

SPYFTC

+13.3%Year to date+6.4%

1.0%Yield0.1%

+13.4%Past year+4.1%

0.09%Fee0.58%

4–0SPY 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