Compare · 2 funds side by side · dividends reinvested

LGOV and SPY

LGOVFirst 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

LGOV 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.3

First Trust Long Duration Opportunities ETFBonds & Cash · Other bonds0.49%4.55%−2.9%−2.7%+5.7%−2.5%−10.6%7.7%$615M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: LGOV 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Long Duration Opportunities ETF · $615M$8,807

LGOV

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

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

LGOVMeasureSPY

−2.9%Year to dateJan 1 → Nov 4+13.3%

−2.7%1 yearTotal return+13.4%

+5.7%3 years · per year$10,000 became $11,814 · $19,132+24.1%

−2.5%5 years · per year$10,000 became $8,807 · $18,060+12.6%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

4.55%Trailing 12-mo yield$455 · $99 a year on $10k0.99%

−10.6%Worst dropSmaller is better−8.9%

7.7%VolatilityLower is calmer12.9%

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

2–6SPY wins

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

More Ways to See the Pairs

LGOV vs SPY: Top 5 Holdings

Today

LGOV

0.3%in top 5

SPY

in top 527.3%

LGOVStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.3%MGOVnot top 5

Held in common0.0%

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

LGOV vs SPY Returns, Every Period

First TrustLGOV

−2.5%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

LGOVSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: LGOV vs SPY

YTD

First TrustLGOV

−2.9%

SPYSPDR

+13.3%

−2.9%Year to date+13.3%

−10.6%Worst drop · 1Y−8.9%

7.7%Volatility · 1Y12.9%

4.5%Yield1.0%

$615MAssets$798B

2–2level

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

Cost, Income and Risk

Fees: LGOV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

LGOV0.49%$49

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

Yields: LGOV, SPY

4.55%highest, LGOV

FundTrailing yieldYield$10k

LGOV4.55%$455

SPY0.99%$99

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

Income After Fees on $10,000

$406most kept, LGOV

LGOV$455 − $49 = $406

SPY$99 − $9 = $90

KeptFee

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

Overlap: LGOV, SPY

Today

0.0%most shared, LGOV and SPY

LGOVSPY

LGOV—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

LGOVWorst drop−10.6%7.7% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

LGOVSPY

−2.9%Year to date+13.3%

4.5%Yield1.0%

−2.7%Past year+13.4%

0.49%Fee0.09%

3–1SPY 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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026