Compare · 3 funds side by side · dividends reinvested

SCIO, SPY and MUB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

SCIO, SPY and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Structured Credit Income Opportunities ETFBonds & Cash · Corporate0.70%5.65%+2.0%+3.2%[…][…]−2.7%2.7%$574M1.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.9

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B2.1

Rank among the three1st → 3rdFee, 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: SCIO 2024 · SPY 1993 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Structured Credit Income Opportunities ETF · $574M[…]

SCIO

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested

SCIOMeasureSPY

+2.0%Year to dateJan 1 → Nov 6+8.7%

+3.2%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.70%Expense ratio$70 · $9 a year on $10k · lower is better0.09%

5.65%Trailing 12-mo yield$565 · $103 a year on $10k1.03%

−2.7%Worst dropSmaller is better−8.9%

2.7%VolatilityLower is calmer13.6%

SCIOSPY 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

SCIO vs SPY: Top 5 Holdings

Today

SCIO

[…]in top 5

SPY

in top 527.8%

SCIOStockSPY

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

SCIO vs SPY Returns, Every Period

First TrustSCIO

+3.2%

past year

SPYSPDR

+9.7%

past year

SCIOSPYFaded: behind in that period

0–2SPY wins

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

SCIO vs MUB

YTD

First TrustSCIO

+2.0%

MUBiShares

+0.5%

+2.0%Year to date+0.5%

−2.7%Worst drop · 1Y−6.3%

2.7%Volatility · 1Y3.7%

5.7%Yield3.3%

$574MAssets$55.0B

4–0SCIO wins

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

Cost, Income and Risk

Fees: SCIO, SPY, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SPY0.09%$9

SCIO0.70%$70

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

Yields: SCIO, SPY, MUB

5.65%highest, SCIO

FundTrailing yieldYield$10k

SCIO5.65%$565

MUB3.27%$327

SPY1.03%$103

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

Income After Fees on $10,000

$495most kept, SCIO

SCIO$565 − $70 = $495

MUB$327 − $5 = $322

SPY$103 − $9 = $94

KeptFee

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

Overlap: SCIO, SPY, MUB

Today

[…]holdings […]

SCIOSPYMUB

SCIO—[…][…]

SPY[…]—[…]

MUB[…][…]—

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

Return vs Bumpiness: 3 ETFs

+9.7%SPY, at 13.6% volatility

SCIOWorst drop−2.7%2.7% vol

MUBWorst drop−6.3%3.7% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SCIOSPY

+2.0%Year to date+8.7%

5.7%Yield1.0%

+3.2%Past year+9.7%

0.70%Fee0.09%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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