Compare · 2 funds side by side · dividends reinvested

FYX and SPYM

FYXFirst 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 incomeFYX · 1.09% · $109 a year on $10k

Story of the two · RiskSmallest drop

FYX and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Core AlphaDEX FundUS Stock Styles · Small cap0.58%1.09%+24.5%+30.3%+21.6%+8.7%−8.8%16.7%$1.4B1.4

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%$183B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: FYX 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Small Cap Core AlphaDEX Fund · $1.4B$15,173

FYX

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

FYXMeasureSPYM

+24.5%

More Ways to See the Pairs

FYX vs SPYM: Top 5 Holdings

Today

FYX

2.2%in top 5

SPYM

in top 527.3%

FYXStockSPYM

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: FYX, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FYX0.58%$58

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

Yields: FYX, SPYM

1Y

1.09%highest, FYX

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%

+30.3%1 yearTotal return+13.1%

+21.6%3 years · per year$10,000 became $17,995 · $17,936+21.5%

+8.7%5 years · per year$10,000 became $15,173 · $17,429+11.8%

0.58%Expense ratio$58 · $2 a year on $10k · lower is better0.02%

1.09%Trailing 12-mo yield$109 · $103 a year on $10k1.03%

−8.8%Worst dropSmaller is better−8.9%

16.7%VolatilityLower is calmer13.7%

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

5–3FYX wins

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

0.5%XERSnot top 5

0.4%ASOnot top 5

0.4%APPNnot top 5

0.4%STGWnot top 5

0.4%DXCnot top 5

Held in common0.0%

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

FYX vs SPYM Returns, Every Period

5Y

First TrustFYX

+8.7%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

FYXSPYMFaded: behind in that period

3–1FYX wins

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

Stocks vs Core: FYX vs SPYM

YTD

First TrustFYX

+24.5%

SPYMSPDR

+10.9%

+24.5%Year to date+10.9%

−8.8%Worst drop · 1Y−8.9%

16.7%Volatility · 1Y13.7%

1.1%Yield1.0%

$1.4BAssets$183B

3–1FYX wins

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

$10k

FYX1.09%$109

SPYM1.03%$103

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

Income After Fees on $10,000

1Y

$101most kept, SPYM

SPYM$103 − $2 = $101

FYX$109 − $58 = $51

KeptFee

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

Overlap: FYX, SPYM

Today

0.0%most shared, FYX and SPYM

FYXSPYM

FYX—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

+30.3%FYX, at 16.7% volatility

SPYMWorst drop−8.9%13.7% vol

FYXWorst drop−8.8%16.7% vol

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

Paid More vs Made More

YTD

FYXSPYM

+24.5%Year to date+10.9%

1.1%Yield1.0%

+30.3%Past year+13.1%

0.58%Fee0.02%

3–1FYX 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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FYX and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two