Compare · 2 funds side by side · dividends reinvested

FYT and SPYM

FYTFirst Trust×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,429SPYM · best of the two

Story of the two · IncomeMost incomeFYT · 1.81% · $181 a year on $10k

Story of the two · RiskSmallest drop

FYT and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Value AlphaDEX FundUS Stock Styles · Small cap0.70%1.81%+27.2%+33.1%+16.3%+7.9%−8.6%16.5%$178M1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$183B1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: FYT 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Small Cap Value AlphaDEX Fund · $178M$14,628

FYT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,429

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

FYTMeasureSPYM

+27.2%

More Ways to See the Pairs

FYT vs SPYM: Top 5 Holdings

Today

FYT

4.2%in top 5

SPYM

in top 527.3%

FYTStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: FYT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FYT0.70%$70

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

Yields: FYT, SPYM

1Y

1.81%highest, FYT

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+10.9%

+33.1%1 yearTotal return+13.1%

+16.3%3 years · per year$10,000 became $15,721 · $17,936+21.5%

+7.9%5 years · per year$10,000 became $14,628 · $17,429+11.8%

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

1.81%Trailing 12-mo yield$181 · $103 a year on $10k1.03%

−8.6%Worst dropSmaller is better−8.9%

16.5%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%ASOnot top 5

0.8%DXCnot top 5

0.8%HOGnot top 5

0.8%ARDTnot top 5

0.8%KSSnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

FYT vs SPYM Returns, Every Period

5Y

First TrustFYT

+7.9%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

FYTSPYMFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FYT vs SPYM

YTD

First TrustFYT

+27.2%

SPYMSPDR

+10.9%

+27.2%Year to date+10.9%

−8.6%Worst drop · 1Y−8.9%

16.5%Volatility · 1Y13.7%

1.8%Yield1.0%

$178MAssets$183B

3–1FYT wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

FYT1.81%$181

SPYM1.03%$103

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$111most kept, FYT

FYT$181 − $70 = $111

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FYT, SPYM

Today

0.0%most shared, FYT and SPYM

FYTSPYM

FYT—0.0%

SPYM0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+33.1%FYT, at 16.5% volatility

SPYMWorst drop−8.9%13.7% vol

FYTWorst drop−8.6%16.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FYTSPYM

+27.2%Year to date+10.9%

1.8%Yield1.0%

+33.1%Past year+13.1%

0.70%Fee0.02%

3–1FYT wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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FYT and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two