Compare · 2 funds side by side · dividends reinvested

FTRI and SPYM

FTRIFirst Trust×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,537SPYM · best of the two

Story of the two · IncomeMost incomeFTRI · 2.08% · $208 a year on $10k

Story of the two · RiskSmallest drop

FTRI 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.3

First Trust Indxx Global Natural Resources Income ETFIncome · Dividend stocks0.70%2.08%+9.5%+14.3%+14.3%+10.8%−17.0%19.7%$119M1.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: FTRI 2010 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Indxx Global Natural Resources Income ETF · $119M$16,686

FTRI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FTRIMeasureSPYM

+9.5%

More Ways to See the Pairs

FTRI vs SPYM: Top 5 Holdings

Today

FTRI

39.7%in top 5

SPYM

in top 526.9%

FTRIStockSPYM

10.3%TTE.PAnot top 5

9.6%Bnot top 5

not top 5AAPL7.8%

7.3%EOAN.DEnot top 5

7.3%AUnot top 5

Cost, Income and Risk

Fees: FTRI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FTRI0.70%$70

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FTRI, SPYM

1Y

2.08%highest, FTRI

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+14.3%1 yearTotal return+12.8%

+14.3%3 years · per year$10,000 became $14,934 · $18,134+21.9%

+10.8%5 years · per year$10,000 became $16,686 · $17,537+11.9%

0.70%Expense ratio$70 · $2 a year on $10k · lower is better0.02%

2.08%Trailing 12-mo yield$208 · $102 a year on $10k1.02%

−17.0%Worst dropSmaller is better−8.9%

19.7%VolatilityLower is calmer13.7%

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

2–6SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NVDA6.3%

not top 5MSFT6.1%

5.3%GFInot top 5

not top 5AMZN4.1%

not top 5GOOGL2.6%

Held in common0.1%

End-of-day Nov 11, 2026 · share of each fund

FTRI vs SPYM Returns, Every Period

5Y

First TrustFTRI

+10.8%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

FTRISPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Core: FTRI vs SPYM

YTD

First TrustFTRI

+9.5%

SPYMSPDR

+12.4%

+9.5%Year to date+12.4%

−17.0%Worst drop · 1Y−8.9%

19.7%Volatility · 1Y13.7%

2.1%Yield1.0%

$119MAssets$183B

3–1SPYM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

FTRI2.08%$208

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$138most kept, FTRI

FTRI$208 − $70 = $138

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FTRI, SPYM

Today

0.1%most shared, FTRI and SPYM

FTRISPYM

FTRI—0.1%

SPYM0.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.3%FTRI, at 19.7% volatility

SPYMWorst drop−8.9%13.7% vol

FTRIWorst drop−17.0%19.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FTRISPYM

+9.5%Year to date+12.4%

2.1%Yield1.0%

+14.3%Past year+12.8%

0.70%Fee0.02%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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FTRI and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two