Compare · 2 funds side by side · dividends reinvested

FTCS and SPYM

FTCSFirst Trust×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

FTCS and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Capital Strength ETFUnsorted0.53%1.08%+15.3%+17.9%+15.0%+7.3%−8.1%11.4%$8.0B1.4

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%$182B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FTCS 2006 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Capital Strength ETF · $8.0B$13,882

FTCS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 13.6% in common

FTCSMeasureSPYM

+15.3%Year to dateJan 1 → Nov 5+13.4%

+17.9%1 yearTotal return+13.5%

+15.0%3 years · per year$10,000 became $15,226 · $19,186+24.3%

+7.3%5 years · per year$10,000 became $14,234 · $18,126+12.6%

0.53%Expense ratio$53 · $2 a year on $10k · lower is better0.02%

1.08%Trailing 12-mo yield$108 · $101 a year on $10k1.01%

−8.1%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer12.8%

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

5–3FTCS wins

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

More Ways to See the Pairs

FTCS vs SPYM: Top 5 Holdings

Today

FTCS

10.9%in top 5

SPYM

in top 527.7%

FTCSStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.2%PPGnot top 5

2.2%MMMnot top 5

2.2%VLTOnot top 5

2.1%HDnot top 5

2.1%CINFnot top 5

Held in common13.6%

End-of-day Nov 5, 2026 · share of each fund

FTCS vs SPYM Returns, Every Period

First TrustFTCS

+7.3%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

FTCSSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: FTCS vs SPYM

YTD

First TrustFTCS

+15.3%

SPYMSPDR

+13.4%

+15.3%Year to date+13.4%

−8.1%Worst drop · 1Y−8.9%

11.4%Volatility · 1Y12.8%

1.1%Yield1.0%

$8.0BAssets$182B

4–0FTCS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTCS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FTCS0.53%$53

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FTCS, SPYM

1.08%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.08%$108

SPYM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

FTCS$108 − $53 = $55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FTCS, SPYM

Today

13.6%most shared, FTCS and SPYM

FTCSSPYM

FTCS—13.6%

SPYM13.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.9%FTCS, at 11.4% volatility

FTCSWorst drop−8.1%11.4% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FTCSSPYM

+15.3%Year to date+13.4%

1.1%Yield1.0%

+17.9%Past year+13.5%

0.53%Fee0.02%

3–1FTCS wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026