Compare · 2 funds side by side · dividends reinvested

LEGR and SPY

LEGRFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

LEGR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Indxx Innovative Transaction & Process ETFUnsorted0.65%1.81%+13.4%+16.1%+26.0%+11.2%−10.4%15.2%$123M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: LEGR 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Innovative Transaction & Process ETF · $123M$16,989

LEGR

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 18.5% in common

LEGRMeasureSPY

+13.4%Year to dateJan 1 → Nov 4+13.3%

+16.1%1 yearTotal return+13.4%

+26.0%3 years · per year$10,000 became $19,985 · $19,132+24.1%

+11.2%5 years · per year$10,000 became $16,988 · $18,060+12.6%

0.65%Expense ratio$65 · $9 a year on $10k · lower is better0.09%

1.81%Trailing 12-mo yield$181 · $99 a year on $10k0.99%

−10.4%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LEGR vs SPY: Top 5 Holdings

Today

LEGR

6.8%in top 5

SPY

in top 527.7%

LEGRStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.4%WMTnot top 5

1.4%SPGInot top 5

1.4%HDnot top 5

1.3%BLKnot top 5

1.3%CMEnot top 5

Held in common18.5%

End-of-day Nov 4, 2026 · share of each fund

LEGR vs SPY Returns, Every Period

First TrustLEGR

+11.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

LEGRSPYFaded: behind in that period

3–1LEGR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: LEGR vs SPY

YTD

First TrustLEGR

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

−10.4%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y12.9%

1.8%Yield1.0%

$123MAssets$805B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LEGR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

LEGR0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LEGR, SPY

1.81%highest, LEGR

FundTrailing yieldYield$10k

LEGR1.81%$181

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, LEGR

LEGR$181 − $65 = $116

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LEGR, SPY

Today

18.5%most shared, LEGR and SPY

LEGRSPY

LEGR—18.5%

SPY18.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%LEGR, at 15.2% volatility

SPYWorst drop−8.9%12.9% vol

LEGRWorst drop−10.4%15.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LEGRSPY

+13.4%Year to date+13.3%

1.8%Yield1.0%

+16.1%Past year+13.4%

0.65%Fee0.09%

3–1LEGR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026