Compare · 2 funds side by side · dividends reinvested

FTIF and SPY

FTIFFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

FTIF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Inflation Sensitive Equity ETFUnsorted0.60%1.27%+31.6%+34.8%+15.6%[…]−7.8%14.5%$6M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.5

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: FTIF 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Bloomberg Inflation Sensitive Equity ETF · $6M[…]

FTIF

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

FTIFMeasureSPY

+31.6%Year to dateJan 1 → Nov 5+8.3%

+34.8%1 yearTotal return+9.7%

+15.6%3 years · per year$10,000 became $15,442 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

1.27%Trailing 12-mo yield$127 · $103 a year on $10k1.03%

−7.8%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.6%

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

4–3FTIF wins

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

More Ways to See the Pairs

FTIF vs SPY: Top 5 Holdings

Today

FTIF

13.0%in top 5

SPY

in top 527.7%

FTIFStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

2.8%MPCnot top 5

2.7%DINOnot top 5

not top 5GOOGL2.6%

2.5%VLOnot top 5

2.5%RRCnot top 5

2.5%APAnot top 5

Held in common4.9%

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

FTIF vs SPY Returns, Every Period

First TrustFTIF

+34.8%

past year

SPYSPDR

+9.7%

past year

FTIFSPYFaded: behind in that period

2–1FTIF wins

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

Unsorted vs Core: FTIF vs SPY

YTD

First TrustFTIF

+31.6%

SPYSPDR

+8.3%

+31.6%Year to date+8.3%

−7.8%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.6%

1.3%Yield1.0%

$5.8MAssets$819B

3–1FTIF wins

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

Cost, Income and Risk

Fees: FTIF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FTIF0.60%$60

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

Yields: FTIF, SPY

1.27%highest, FTIF

FundTrailing yieldYield$10k

FTIF1.27%$127

SPY1.03%$103

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FTIF$127 − $60 = $67

KeptFee

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

Overlap: FTIF, SPY

Today

4.9%most shared, FTIF and SPY

FTIFSPY

FTIF—4.9%

SPY4.9%—

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

Return vs Bumpiness: 2 ETFs

+34.8%FTIF, at 14.5% volatility

SPYWorst drop−8.9%13.6% vol

FTIFWorst drop−7.8%14.5% vol

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

Paid More vs Made More

YTD

FTIFSPY

+31.6%Year to date+8.3%

1.3%Yield1.0%

+34.8%Past year+9.7%

0.60%Fee0.09%

3–1FTIF 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