Compare · 2 funds side by side · dividends reinvested

FYC and SPYM

FYCFirst Trust×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

FYC 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

First Trust Small Cap Growth AlphaDEX FundUS Stock Styles · Small cap0.70%0.12%+15.7%+17.6%+28.8%+8.5%−13.7%21.6%$1.4B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FYC 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Growth AlphaDEX Fund · $1.4B$15,035

FYC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

FYCMeasureSPYM

+15.7%Year to dateJan 1 → Nov 6+8.8%

+17.6%1 yearTotal return+9.8%

+28.8%3 years · per year$10,000 became $21,382 · $18,082+21.8%

+8.5%5 years · per year$10,000 became $15,034 · $17,192+11.4%

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

0.12%Trailing 12-mo yield$12 · $105 a year on $10k1.05%

−13.7%Worst dropSmaller is better−8.9%

21.6%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FYC vs SPYM: Top 5 Holdings

Today

FYC

4.7%in top 5

SPYM

in top 527.8%

FYCStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.0%APPNnot top 5

1.0%AGLnot top 5

0.9%XERSnot top 5

0.9%ECPGnot top 5

0.9%STGWnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FYC vs SPYM Returns, Every Period

First TrustFYC

+8.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

FYCSPYMFaded: behind in that period

3–1FYC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FYC vs SPYM

YTD

First TrustFYC

+15.7%

SPYMSPDR

+8.8%

+15.7%Year to date+8.8%

−13.7%Worst drop · 1Y−8.9%

21.6%Volatility · 1Y13.6%

0.1%Yield1.1%

$1.4BAssets$182B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FYC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FYC0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FYC, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

FYC0.12%$12

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

FYC$12 − $70 = −$58

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FYC, SPYM

Today

0.0%most shared, FYC and SPYM

FYCSPYM

FYC—0.0%

SPYM0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.6%FYC, at 21.6% volatility

SPYMWorst drop−8.9%13.6% vol

FYCWorst drop−13.7%21.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMFYC

+8.8%Year to date+15.7%

1.1%Yield0.1%

+9.8%Past year+17.6%

0.02%Fee0.70%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026