Compare · 2 funds side by side · dividends reinvested

FYC and SPY

FYCFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

FYC 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

First Trust Small Cap Growth AlphaDEX FundUS Stock Styles · Small cap0.70%0.11%+20.1%+22.3%+31.2%+9.9%−13.5%21.2%$1.3B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FYC 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Growth AlphaDEX Fund · $1.3B$16,062

FYC

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

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

FYCMeasureSPY

+20.1%Year to dateJan 1 → Nov 4+13.3%

+22.3%1 yearTotal return+13.4%

+31.2%3 years · per year$10,000 became $22,569 · $19,132+24.1%

+9.9%5 years · per year$10,000 became $16,062 · $18,060+12.6%

0.70%Expense ratio$70 · $9 a year on $10k · lower is better0.09%

0.11%Trailing 12-mo yield$11 · $99 a year on $10k0.99%

−13.5%Worst dropSmaller is better−8.9%

21.2%VolatilityLower is calmer12.9%

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

3–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FYC vs SPY: Top 5 Holdings

Today

FYC

4.2%in top 5

SPY

in top 527.3%

FYCStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.9%APPNnot top 5

0.9%CDNAnot top 5

0.9%STGWnot top 5

0.8%SLDEnot top 5

0.8%FAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FYC vs SPY Returns, Every Period

First TrustFYC

+9.9%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

FYCSPYFaded: behind in that period

3–1FYC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FYC vs SPY

YTD

First TrustFYC

+20.1%

SPYSPDR

+13.3%

+20.1%Year to date+13.3%

−13.5%Worst drop · 1Y−8.9%

21.2%Volatility · 1Y12.9%

0.1%Yield1.0%

$1.3BAssets$798B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FYC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FYC0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FYC, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

FYC0.11%$11

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

FYC$11 − $70 = −$59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FYC, SPY

Today

0.0%most shared, FYC and SPY

FYCSPY

FYC—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.3%FYC, at 21.2% volatility

SPYWorst drop−8.9%12.9% vol

FYCWorst drop−13.5%21.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYFYC

+13.3%Year to date+20.1%

1.0%Yield0.1%

+13.4%Past year+22.3%

0.09%Fee0.70%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026