Compare · 2 funds side by side · dividends reinvested

MFLX and SPYM

MFLXFirst Trust×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

MFLX and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

First Trust Flexible Municipal High Income ETFBonds & Cash · Municipal0.49%4.34%+1.7%+2.0%+6.5%−0.2%−8.8%5.2%$20M1.6

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: MFLX 2016 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Flexible Municipal High Income ETF · $20M$9,893

MFLX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested

MFLXMeasureSPYM

+1.7%Year to dateJan 1 → Nov 6+8.8%

+2.0%1 yearTotal return+9.8%

+6.5%3 years · per year$10,000 became $12,069 · $18,082+21.8%

−0.2%5 years · per year$10,000 became $9,893 · $17,192+11.4%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

4.34%Trailing 12-mo yield$434 · $105 a year on $10k1.05%

−8.8%Worst dropSmaller is better−8.9%

5.2%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

MFLX vs SPYM: Top 5 Holdings

Today

MFLX

[…]in top 5

SPYM

in top 527.8%

MFLXStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

MFLX vs SPYM Returns, Every Period

First TrustMFLX

−0.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

MFLXSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: MFLX vs SPYM

YTD

First TrustMFLX

+1.7%

SPYMSPDR

+8.8%

+1.7%Year to date+8.8%

−8.8%Worst drop · 1Y−8.9%

5.2%Volatility · 1Y13.6%

4.3%Yield1.1%

$19.9MAssets$182B

3–1MFLX wins

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

Cost, Income and Risk

Fees: MFLX, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MFLX0.49%$49

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

Yields: MFLX, SPYM

4.34%highest, MFLX

FundTrailing yieldYield$10k

MFLX4.34%$434

SPYM1.05%$105

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

Income After Fees on $10,000

$385most kept, MFLX

MFLX$434 − $49 = $385

SPYM$105 − $2 = $103

KeptFee

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

Overlap: MFLX, SPYM

Today

[…]holdings […]

MFLXSPYM

MFLX—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

MFLXWorst drop−8.8%5.2% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

MFLXSPYM

+1.7%Year to date+8.8%

4.3%Yield1.1%

+2.0%Past year+9.8%

0.49%Fee0.02%

3–1SPYM 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