Compare · 3 funds side by side · dividends reinvested

FTLS, SPYM and IVV

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

02 / 04

FTLS, SPYM and IVV, 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%$182B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.0

First Trust Long/Short Equity ETFUnsorted0.95%0.90%+5.1%+5.6%+13.3%+9.2%−5.0%8.5%$2.6B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FTLS 2014 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Long/Short Equity ETF · $2.6B$15,552

FTLS

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 48.8% in common

FTLSMeasureSPYM

+5.1%Year to dateJan 1 → Nov 5+8.4%

+5.6%1 yearTotal return+9.8%

+13.3%3 years · per year$10,000 became $14,542 · $18,222+22.1%

+9.2%5 years · per year$10,000 became $15,552 · $17,164+11.4%

0.95%Expense ratio$95 · $2 a year on $10k · lower is better0.02%

0.90%Trailing 12-mo yield$90 · $106 a year on $10k1.06%

−5.0%Worst dropSmaller is better−8.9%

8.5%VolatilityLower is calmer13.6%

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

2–6SPYM wins

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

More Ways to See the Pairs

FTLS vs SPYM: Top 5 Holdings

Today

FTLS

25.5%in top 5

SPYM

in top 527.7%

FTLSStockSPYM

6.7%AAPL7.7%

6.6%NVDA7.3%

5.1%MSFT6.2%

4.0%GOOGL2.6%

3.2%AMZN3.9%

Held in common48.8%

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

FTLS vs SPYM Returns, Every Period

First TrustFTLS

+9.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FTLSSPYMFaded: behind in that period

0–4SPYM wins

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

Unsorted vs Core: FTLS vs IVV

YTD

First TrustFTLS

+5.1%

IVViShares

+8.4%

+5.1%Year to date+8.4%

−5.0%Worst drop · 1Y−8.9%

8.5%Volatility · 1Y13.6%

0.9%Yield1.1%

$2.6BAssets$850B

2–2level

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

Cost, Income and Risk

Fees: FTLS, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FTLS0.95%$95

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

Yields: FTLS, SPYM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.06%$106

FTLS0.90%$90

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

FTLS$90 − $95 = −$5

KeptFee

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

Overlap: FTLS, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FTLSSPYMIVV

FTLS—48.8%48.8%

SPYM48.8%—99.9%

IVV48.8%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

FTLSWorst drop−5.0%8.5% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVSPYM

+8.4%Year to date+8.4%

1.1%Yield1.1%

+9.7%Past year+9.8%

0.03%Fee0.02%

2–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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