Compare · 3 funds side by side · dividends reinvested

FTC, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

FTC, SPYM and SPY, 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%$182B1.1

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%$805B1.9

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%$1.3B3.0

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · 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

SPYM

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

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

FTCMeasureSPYM

+6.4%Year to dateJan 1 → Nov 4+13.4%

+4.1%1 yearTotal return+13.5%

+22.9%3 years · per year$10,000 became $18,586 · $19,186+24.3%

+8.1%5 years · per year$10,000 became $14,788 · $18,126+12.6%

0.58%Expense ratio$58 · $2 a year on $10k · lower is better0.02%

0.12%Trailing 12-mo yield$12 · $101 a year on $10k1.01%

−13.6%Worst dropSmaller is better−8.9%

22.4%VolatilityLower is calmer12.8%

FTCSPYM 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

FTC vs SPYM: Top 5 Holdings

Today

FTC

5.1%in top 5

SPYM

in top 527.3%

FTCStockSPYM

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 SPYM Returns, Every Period

First TrustFTC

+8.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

FTCSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: FTC vs SPYM

YTD

First TrustFTC

+6.4%

SPYMSPDR

+13.4%

+6.4%Year to date+13.4%

−13.6%Worst drop · 1Y−8.9%

22.4%Volatility · 1Y12.8%

0.1%Yield1.0%

$1.3BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: FTC, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FTC0.58%$58

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

Yields: FTC, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

FTC0.12%$12

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

FTC$12 − $58 = −$46

KeptFee

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

Overlap: FTC, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

FTCSPYMSPY

FTC—28.7%28.7%

SPYM28.7%—99.8%

SPY28.7%99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

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

SPYMSPY

+13.4%Year to date+13.3%

1.0%Yield1.0%

+13.5%Past year+13.4%

0.02%Fee0.09%

3–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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