Compare · 3 funds side by side · dividends reinvested

FTDS, 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

FTDS, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dividend Strength ETFIncome · Dividend stocks0.81%1.57%+21.3%+27.8%+21.0%+8.3%−7.3%12.2%$40M1.8

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%$182B1.8

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%$805B2.5

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: FTDS 2006 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dividend Strength ETF · $40M$14,901

FTDS

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

FTDSMeasureSPYM

+21.3%Year to dateJan 1 → Nov 4+13.4%

+27.8%1 yearTotal return+13.5%

+21.0%3 years · per year$10,000 became $17,706 · $19,186+24.3%

+8.3%5 years · per year$10,000 became $14,901 · $18,126+12.6%

0.81%Expense ratio$81 · $2 a year on $10k · lower is better0.02%

1.57%Trailing 12-mo yield$157 · $101 a year on $10k1.01%

−7.3%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer12.8%

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

5–3FTDS wins

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

More Ways to See the Pairs

FTDS vs SPYM: Top 5 Holdings

Today

FTDS

11.0%in top 5

SPYM

in top 527.3%

FTDSStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.3%EFXnot top 5

2.2%NXPInot top 5

2.2%HLInot top 5

2.2%OSKnot top 5

2.1%TXRHnot top 5

Held in common3.2%

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

FTDS vs SPYM Returns, Every Period

First TrustFTDS

+8.3%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

FTDSSPYMFaded: behind in that period

2–2Level

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

Income vs Core: FTDS vs SPYM

YTD

First TrustFTDS

+21.3%

SPYMSPDR

+13.4%

+21.3%Year to date+13.4%

−7.3%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y12.8%

1.6%Yield1.0%

$40.2MAssets$182B

4–0FTDS wins

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

Cost, Income and Risk

Fees: FTDS, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FTDS0.81%$81

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

Yields: FTDS, SPYM, SPY

1.57%highest, FTDS

FundTrailing yieldYield$10k

FTDS1.57%$157

SPYM1.01%$101

SPY0.99%$99

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

FTDS$157 − $81 = $76

KeptFee

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

Overlap: FTDS, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

FTDSSPYMSPY

FTDS—3.2%3.2%

SPYM3.2%—99.8%

SPY3.2%99.8%—

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

Return vs Bumpiness: 3 ETFs

+27.8%FTDS, at 12.2% volatility

FTDSWorst drop−7.3%12.2% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

FTDSSPYM

+21.3%Year to date+13.4%

1.6%Yield1.0%

+27.8%Past year+13.5%

0.81%Fee0.02%

3–1FTDS 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