Compare · 2 funds side by side · dividends reinvested

QMFE and SPYM

QMFEFirst 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

QMFE 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 Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Moderate Buffer ETF - FebruaryDefined Outcome · Buffer0.90%0.00%+8.5%+10.1%[…][…]−4.8%8.0%$43M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: QMFE 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Moderate Buffer ETF - February · $43M[…]

QMFE

SPYM

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

$10,000 five years ago, dividends reinvested

QMFEMeasureSPYM

+8.5%Year to dateJan 1 → Nov 6+8.8%

+10.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.90%Expense ratio$90 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $105 a year on $10k1.05%

−4.8%Worst dropSmaller is better−8.9%

8.0%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

QMFE vs SPYM: Top 5 Holdings

Today

QMFE

[…]in top 5

SPYM

in top 527.8%

QMFEStockSPYM

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

QMFE vs SPYM Returns, Every Period

First TrustQMFE

+10.1%

past year

SPYMSPDR

+9.8%

past year

QMFESPYMFaded: behind in that period

1–1Level

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

Defined Outcome vs Core: QMFE vs SPYM

YTD

First TrustQMFE

+8.5%

SPYMSPDR

+8.8%

+8.5%Year to date+8.8%

−4.8%Worst drop · 1Y−8.9%

8.0%Volatility · 1Y13.6%

0.0%Yield1.1%

$43.2MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: QMFE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

QMFE0.90%$90

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

Yields: QMFE, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

QMFE0.00%$0

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

QMFE$0 − $90 = −$90

KeptFee

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

Overlap: QMFE, SPYM

Today

[…]holdings […]

QMFESPYM

QMFE—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+10.1%QMFE, at 8.0% volatility

QMFEWorst drop−4.8%8.0% 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

SPYMQMFE

+8.8%Year to date+8.5%

1.1%Yield0.0%

+9.8%Past year+10.1%

0.02%Fee0.90%

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