Compare · 2 funds side by side · dividends reinvested

FTSL and SPHY

FTSLFirst Trust×SPHYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,847FTSL · best of the two

02 / 04

FTSL and SPHY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Senior Loan FundBonds & Cash · High yield0.70%6.28%+2.2%+3.5%+6.5%+5.1%−2.4%2.3%$2.5B1.4

State Street SPDR Portfolio High Yield Bond ETFBonds & Cash · High yield0.05%7.42%+0.6%+1.9%+8.8%+3.9%−2.8%3.7%$11.9B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: FTSL 2013 · SPHY 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Senior Loan Fund · $2.5B$12,847

FTSL

SPHY

State Street SPDR Portfolio High Yield Bond ETF · $11.9B$12,097

$10,000 five years ago, dividends reinvested

FTSLMeasureSPHY

+2.2%Year to dateJan 1 → Nov 3+0.6%

+3.5%1 yearTotal return+1.9%

+6.5%3 years · per year$10,000 became $12,070 · $12,867+8.8%

+5.1%5 years · per year$10,000 became $12,847 · $12,097+3.9%

0.70%Expense ratio$70 · $5 a year on $10k · lower is better0.05%

6.28%Trailing 12-mo yield$628 · $742 a year on $10k7.42%

−2.4%Worst dropSmaller is better−2.8%

2.3%VolatilityLower is calmer3.7%

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

5–3FTSL wins

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

More Ways to See the Pairs

FTSL vs SPHY: Top 5 Holdings

Today

FTSL

[…]in top 5

SPHY

in top 50.0%

FTSLStockSPHY

not top 5BTE0.0%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

FTSL vs SPHY Returns, Every Period

First TrustFTSL

+5.1%

5 years, per year

SPHYSPDR

+3.9%

5 years, per year

FTSLSPHYFaded: behind in that period

3–1FTSL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FTSL vs SPHY

YTD

First TrustFTSL

+2.2%

SPHYSPDR

+0.6%

+2.2%Year to date+0.6%

−2.4%Worst drop · 1Y−2.8%

2.3%Volatility · 1Y3.7%

6.3%Yield7.4%

$2.5BAssets$11.9B

3–1FTSL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTSL, SPHY

Today

0.05%lowest, SPHY

FundExpense ratioFee$10k

SPHY0.05%$5

FTSL0.70%$70

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FTSL, SPHY

7.42%highest, SPHY

FundTrailing yieldYield$10k

SPHY7.42%$742

FTSL6.28%$628

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$737most kept, SPHY

SPHY$742 − $5 = $737

FTSL$628 − $70 = $558

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FTSL, SPHY

Today

[…]holdings […]

FTSLSPHY

FTSL—[…]

SPHY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.5%FTSL, at 2.3% volatility

FTSLWorst drop−2.4%2.3% vol

SPHYWorst drop−2.8%3.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPHYFTSL

+0.6%Year to date+2.2%

7.4%Yield6.3%

+1.9%Past year+3.5%

0.05%Fee0.70%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026