Compare · 2 funds side by side · dividends reinvested

GAUG and SPYM

GAUGFirst Trust×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

GAUG 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.3

FT Vest U.S. Equity Moderate Buffer ETF - AugustDefined Outcome · Buffer0.85%0.00%+5.1%+6.6%+12.3%[…]−4.0%6.2%$414M1.7

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: GAUG 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Moderate Buffer ETF - August · $414M[…]

GAUG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

GAUGMeasureSPYM

+5.1%Year to dateJan 1 → Nov 5+8.4%

+6.6%1 yearTotal return+9.8%

+12.3%3 years · per year$10,000 became $14,153 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.85%Expense ratio$85 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $106 a year on $10k1.06%

−4.0%Worst dropSmaller is better−8.9%

6.2%VolatilityLower is calmer13.6%

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

2–5SPYM wins

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

More Ways to See the Pairs

GAUG vs SPYM: Top 5 Holdings

Today

GAUG

[…]in top 5

SPYM

in top 527.7%

GAUGStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

GAUG vs SPYM Returns, Every Period

First TrustGAUG

+6.6%

past year

SPYMSPDR

+9.8%

past year

GAUGSPYMFaded: behind in that period

0–3SPYM wins

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

Defined Outcome vs Core: GAUG vs SPYM

YTD

First TrustGAUG

+5.1%

SPYMSPDR

+8.4%

+5.1%Year to date+8.4%

−4.0%Worst drop · 1Y−8.9%

6.2%Volatility · 1Y13.6%

0.0%Yield1.1%

$414MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: GAUG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

GAUG0.85%$85

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

Yields: GAUG, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

GAUG0.00%$0

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

GAUG$0 − $85 = −$85

KeptFee

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

Overlap: GAUG, SPYM

Today

[…]holdings […]

GAUGSPYM

GAUG—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

GAUGWorst drop−4.0%6.2% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SPYMGAUG

+8.4%Year to date+5.1%

1.1%Yield0.0%

+9.8%Past year+6.6%

0.02%Fee0.85%

4–0SPYM wins

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