Compare · 2 funds side by side · dividends reinvested

FTKI and SPYM

FTKIFirst Trust×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

FTKI and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap BuyWrite Income ETFIncome · Dividend stocks0.86%11.96%+12.7%+16.0%[…][…]−5.5%10.7%$25M1.2

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FTKI 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap BuyWrite Income ETF · $25M[…]

FTKI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FTKIMeasureSPYM

+12.7%Year to dateJan 1 → Nov 6+8.8%

+16.0%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.86%Expense ratio$86 · $2 a year on $10k · lower is better0.02%

11.96%Trailing 12-mo yield$1,196 · $105 a year on $10k1.05%

−5.5%Worst dropSmaller is better−8.9%

10.7%VolatilityLower is calmer13.6%

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

5–1FTKI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTKI vs SPYM: Top 5 Holdings

Today

FTKI

10.9%in top 5

SPYM

in top 527.8%

FTKIStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.4%ETSYnot top 5

2.2%ANFnot top 5

2.2%CARTnot top 5

2.1%APPNnot top 5

2.0%PATHnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FTKI vs SPYM Returns, Every Period

First TrustFTKI

+16.0%

past year

SPYMSPDR

+9.8%

past year

FTKISPYMFaded: behind in that period

2–0FTKI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: FTKI vs SPYM

YTD

First TrustFTKI

+12.7%

SPYMSPDR

+8.8%

+12.7%Year to date+8.8%

−5.5%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y13.6%

12.0%Yield1.1%

$25.1MAssets$178B

4–0FTKI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTKI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FTKI0.86%$86

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FTKI, SPYM

11.96%highest, FTKI

FundTrailing yieldYield$10k

FTKI11.96%$1,196

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,110most kept, FTKI

FTKI$1,196 − $86 = $1,110

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FTKI, SPYM

Today

0.0%most shared, FTKI and SPYM

FTKISPYM

FTKI—0.0%

SPYM0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%FTKI, at 10.7% volatility

FTKIWorst drop−5.5%10.7% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FTKISPYM

+12.7%Year to date+8.8%

12.0%Yield1.1%

+16.0%Past year+9.8%

0.86%Fee0.02%

3–1FTKI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026