Compare · 2 funds side by side · dividends reinvested

LEGR and SPYM

LEGRFirst 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

LEGR and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Indxx Innovative Transaction & Process ETFUnsorted0.65%1.84%+11.2%+15.7%+24.9%+10.8%−10.4%15.2%$123M1.5

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%$182B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: LEGR 2018 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Innovative Transaction & Process ETF · $123M$16,701

LEGR

SPYM

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

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

LEGRMeasureSPYM

+11.2%Year to dateJan 1 → Nov 5+8.4%

+15.7%1 yearTotal return+9.8%

+24.9%3 years · per year$10,000 became $19,503 · $18,222+22.1%

+10.8%5 years · per year$10,000 became $16,701 · $17,164+11.4%

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

1.84%Trailing 12-mo yield$184 · $106 a year on $10k1.06%

−10.4%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

LEGR vs SPYM: Top 5 Holdings

Today

LEGR

6.8%in top 5

SPYM

in top 527.7%

LEGRStockSPYM

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 5, 2026 · share of each fund

LEGR vs SPYM Returns, Every Period

First TrustLEGR

+10.8%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

LEGRSPYMFaded: behind in that period

3–1LEGR wins

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

Unsorted vs Core: LEGR vs SPYM

YTD

First TrustLEGR

+11.2%

SPYMSPDR

+8.4%

+11.2%Year to date+8.4%

−10.4%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.6%

1.8%Yield1.1%

$123MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: LEGR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

LEGR0.65%$65

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

Yields: LEGR, SPYM

1.84%highest, LEGR

FundTrailing yieldYield$10k

LEGR1.84%$184

SPYM1.06%$106

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

Income After Fees on $10,000

$119most kept, LEGR

LEGR$184 − $65 = $119

SPYM$106 − $2 = $104

KeptFee

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

Overlap: LEGR, SPYM

Today

18.5%most shared, LEGR and SPYM

LEGRSPYM

LEGR—18.5%

SPYM18.5%—

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

Return vs Bumpiness: 2 ETFs

+15.7%LEGR, at 15.2% volatility

SPYMWorst drop−8.9%13.6% vol

LEGRWorst drop−10.4%15.2% vol

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

Paid More vs Made More

YTD

LEGRSPYM

+11.2%Year to date+8.4%

1.8%Yield1.1%

+15.7%Past year+9.8%

0.65%Fee0.02%

3–1LEGR 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