Compare · 2 funds side by side · dividends reinvested

FVC and SPY

FVCFirst 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

FVC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$805B1.3

First Trust Dorsey Wright Dynamic Focus 5 ETFUnsorted0.30%0.81%+9.9%+12.3%+11.6%+2.7%−13.3%18.6%$110M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: FVC 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$17,099

SPY

FVC

First Trust Dorsey Wright Dynamic Focus 5 ETF · $110M$11,436

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

SPYMeasureFVC

+8.3%Year to dateJan 1 → Nov 5+9.9%

+9.7%1 yearTotal return+12.3%

+22.0%3 years · per year$10,000 became $18,174 · $13,912+11.6%

+11.3%5 years · per year$10,000 became $17,099 · $11,436+2.7%

0.09%Expense ratio$9 · $30 a year on $10k · lower is better0.30%

1.03%Trailing 12-mo yield$103 · $81 a year on $10k0.81%

−8.9%Worst dropSmaller is better−13.3%

13.6%VolatilityLower is calmer18.6%

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

6–2SPY wins

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

More Ways to See the Pairs

SPY vs FVC: Top 5 Holdings

Today

SPY

27.7%in top 5

FVC

in top 599.9%

SPYStockFVC

not top 5FTXH22.7%

not top 5FBT21.6%

not top 5FTXN20.0%

not top 5FXL18.5%

not top 5QTEC17.2%

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.0%

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

SPY vs FVC Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

FVCFirst Trust

+2.7%

5 years, per year

SPYFVCFaded: behind in that period

2–2Level

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

Core vs Unsorted: SPY vs FVC

YTD

SPDRSPY

+8.3%

FVCFirst Trust

+9.9%

+8.3%Year to date+9.9%

−8.9%Worst drop · 1Y−13.3%

13.6%Volatility · 1Y18.6%

1.0%Yield0.8%

$805BAssets$110M

3–1SPY wins

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

Cost, Income and Risk

Fees: FVC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FVC0.30%$30

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

Yields: FVC, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

FVC0.81%$81

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FVC$81 − $30 = $51

KeptFee

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

Overlap: FVC, SPY

Today

0.0%most shared, FVC and SPY

FVCSPY

FVC—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+12.3%FVC, at 18.6% volatility

SPYWorst drop−8.9%13.6% vol

FVCWorst drop−13.3%18.6% vol

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

Paid More vs Made More

YTD

SPYFVC

+8.3%Year to date+9.9%

1.0%Yield0.8%

+9.7%Past year+12.3%

0.09%Fee0.30%

2–2level

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026