Compare · 3 funds side by side · dividends reinvested

LALT, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

LALT, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

First Trust Multi-Strategy Alternative ETFUnsorted0.20%3.99%+10.9%+12.1%+10.4%[…]−3.7%6.7%$439M1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: LALT 2023 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Multi-Strategy Alternative ETF · $439M[…]

LALT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

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

LALTMeasureSPYM

+10.9%Year to dateJan 1 → Nov 3+11.5%

+12.1%1 yearTotal return+11.9%

+10.4%3 years · per year$10,000 became $13,457 · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.20%Expense ratio$20 · $2 a year on $10k · lower is better0.02%

3.99%Trailing 12-mo yield$399 · $103 a year on $10k1.03%

−3.7%Worst dropSmaller is better−8.9%

6.7%VolatilityLower is calmer12.7%

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

4–3LALT wins

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

More Ways to See the Pairs

LALT vs SPYM: Top 5 Holdings

Today

LALT

84.3%in top 5

SPYM

in top 527.4%

LALTStockSPYM

21.6%FAARnot top 5

21.3%FMFnot top 5

21.2%FTLSnot top 5

10.6%LMBSnot top 5

9.6%FLSPnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

LALT vs SPYM Returns, Every Period

First TrustLALT

+12.1%

past year

SPYMSPDR

+11.9%

past year

LALTSPYMFaded: behind in that period

1–2SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: LALT vs SPYM

YTD

First TrustLALT

+10.9%

SPYMSPDR

+11.5%

+10.9%Year to date+11.5%

−3.7%Worst drop · 1Y−8.9%

6.7%Volatility · 1Y12.7%

4.0%Yield1.0%

$439MAssets$185B

3–1LALT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LALT, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

LALT0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LALT, SPYM, SPY

3.99%highest, LALT

FundTrailing yieldYield$10k

LALT3.99%$399

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$379most kept, LALT

LALT$399 − $20 = $379

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LALT, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

LALTSPYMSPY

LALT—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.1%LALT, at 6.7% volatility

LALTWorst drop−3.7%6.7% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

LALTSPYM

+10.9%Year to date+11.5%

4.0%Yield1.0%

+12.1%Past year+11.9%

0.20%Fee0.02%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026