Compare · 2 funds side by side · dividends reinvested

HSMV and SPY

HSMVFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

HSMV 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.3

First Trust Horizon Managed Volatility Small/Mid ETFUnsorted0.80%4.48%+5.6%+6.9%+10.9%+3.7%−9.0%10.9%$6M1.8

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: HSMV 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Horizon Managed Volatility Small/Mid ETF · $6M$11,987

HSMV

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

HSMVMeasureSPY

+5.6%Year to dateJan 1 → Nov 6+8.7%

+6.9%1 yearTotal return+9.7%

+10.9%3 years · per year$10,000 became $13,623 · $18,039+21.7%

+3.7%5 years · per year$10,000 became $11,987 · $17,118+11.3%

0.80%Expense ratio$80 · $9 a year on $10k · lower is better0.09%

4.48%Trailing 12-mo yield$448 · $103 a year on $10k1.03%

−9.0%Worst dropSmaller is better−8.9%

10.9%VolatilityLower is calmer13.6%

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

2–6SPY wins

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

More Ways to See the Pairs

HSMV vs SPY: Top 5 Holdings

Today

HSMV

9.3%in top 5

SPY

in top 527.8%

HSMVStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.3%INGRnot top 5

2.2%DLBnot top 5

1.7%PECOnot top 5

1.6%BCPCnot top 5

1.5%AMnot top 5

Held in common0.0%

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

HSMV vs SPY Returns, Every Period

First TrustHSMV

+3.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

HSMVSPYFaded: behind in that period

0–4SPY wins

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

Unsorted vs Core: HSMV vs SPY

YTD

First TrustHSMV

+5.6%

SPYSPDR

+8.7%

+5.6%Year to date+8.7%

−9.0%Worst drop · 1Y−8.9%

10.9%Volatility · 1Y13.6%

4.5%Yield1.0%

$5.6MAssets$819B

2–2level

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

Cost, Income and Risk

Fees: HSMV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

HSMV0.80%$80

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

Yields: HSMV, SPY

4.48%highest, HSMV

FundTrailing yieldYield$10k

HSMV4.48%$448

SPY1.03%$103

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

Income After Fees on $10,000

$368most kept, HSMV

HSMV$448 − $80 = $368

SPY$103 − $9 = $94

KeptFee

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

Overlap: HSMV, SPY

Today

0.0%most shared, HSMV and SPY

HSMVSPY

HSMV—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

HSMVWorst drop−9.0%10.9% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

HSMVSPY

+5.6%Year to date+8.7%

4.5%Yield1.0%

+6.9%Past year+9.7%

0.80%Fee0.09%

3–1SPY wins

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