Compare · 2 funds side by side · dividends reinvested

FTHI and SPYM

FTHIFirst 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

FTHI and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.38%+2.8%+4.3%+13.9%+9.4%−5.5%10.2%$2.6B1.6

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: FTHI 2014 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust BuyWrite Income ETF · $2.6B$15,675

FTHI

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 50.2% in common

FTHIMeasureSPYM

+2.8%Year to dateJan 1 → Nov 5+8.4%

+4.3%1 yearTotal return+9.8%

+13.9%3 years · per year$10,000 became $14,771 · $18,222+22.1%

+9.4%5 years · per year$10,000 became $15,675 · $17,164+11.4%

0.75%Expense ratio$75 · $2 a year on $10k · lower is better0.02%

9.38%Trailing 12-mo yield$938 · $106 a year on $10k1.06%

−5.5%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

FTHI vs SPYM: Top 5 Holdings

Today

FTHI

23.4%in top 5

SPYM

in top 527.7%

FTHIStockSPYM

8.2%AAPL7.7%

6.3%NVDA7.3%

3.4%MSFT6.2%

2.7%AMZN3.9%

2.7%JPMnot top 5

not top 5GOOGL2.6%

Held in common50.2%

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

FTHI vs SPYM Returns, Every Period

First TrustFTHI

+9.4%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FTHISPYMFaded: behind in that period

0–4SPYM wins

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

Income vs Core: FTHI vs SPYM

YTD

First TrustFTHI

+2.8%

SPYMSPDR

+8.4%

+2.8%Year to date+8.4%

−5.5%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y13.6%

9.4%Yield1.1%

$2.6BAssets$182B

3–1FTHI wins

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

Cost, Income and Risk

Fees: FTHI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FTHI0.75%$75

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

Yields: FTHI, SPYM

9.38%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.38%$938

SPYM1.06%$106

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

Income After Fees on $10,000

$863most kept, FTHI

FTHI$938 − $75 = $863

SPYM$106 − $2 = $104

KeptFee

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

Overlap: FTHI, SPYM

Today

50.2%most shared, FTHI and SPYM

FTHISPYM

FTHI—50.2%

SPYM50.2%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

FTHIWorst drop−5.5%10.2% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

FTHISPYM

+2.8%Year to date+8.4%

9.4%Yield1.1%

+4.3%Past year+9.8%

0.75%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026