Compare · 2 funds side by side · dividends reinvested

SDVD and SPY

SDVDFirst Trust×SPYSPDR×

Versus in desk

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

02 / 04

SDVD 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.4

FT Vest SMID Rising Dividend Achievers Target Income ETFIncome · Premium income0.85%9.17%+11.6%+14.2%+17.6%[…]−8.9%14.4%$919M1.6

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: SDVD 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest SMID Rising Dividend Achievers Target Income ETF · $919M[…]

SDVD

SPY

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

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

SDVDMeasureSPY

+11.6%Year to dateJan 1 → Nov 6+8.7%

+14.2%1 yearTotal return+9.7%

+17.6%3 years · per year$10,000 became $16,273 · $18,039+21.7%

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

0.85%Expense ratio$85 · $9 a year on $10k · lower is better0.09%

9.17%Trailing 12-mo yield$917 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

14.4%VolatilityLower is calmer13.6%

SDVDSPY 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

SDVD vs SPY: Top 5 Holdings

Today

SDVD

5.5%in top 5

SPY

in top 527.8%

SDVDStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.2%IPARnot top 5

1.1%THGnot top 5

1.1%WSMnot top 5

1.1%YOUnot top 5

1.1%AIZnot top 5

Held in common1.7%

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

SDVD vs SPY Returns, Every Period

First TrustSDVD

+14.2%

past year

SPYSPDR

+9.7%

past year

SDVDSPYFaded: behind in that period

2–1SDVD wins

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

Income vs Core: SDVD vs SPY

YTD

First TrustSDVD

+11.6%

SPYSPDR

+8.7%

+11.6%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

14.4%Volatility · 1Y13.6%

9.2%Yield1.0%

$919MAssets$819B

2–1SDVD wins

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

Cost, Income and Risk

Fees: SDVD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SDVD0.85%$85

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

Yields: SDVD, SPY

9.17%highest, SDVD

FundTrailing yieldYield$10k

SDVD9.17%$917

SPY1.03%$103

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

Income After Fees on $10,000

$832most kept, SDVD

SDVD$917 − $85 = $832

SPY$103 − $9 = $94

KeptFee

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

Overlap: SDVD, SPY

Today

1.7%most shared, SDVD and SPY

SDVDSPY

SDVD—1.7%

SPY1.7%—

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

Return vs Bumpiness: 2 ETFs

+14.2%SDVD, at 14.4% volatility

SPYWorst drop−8.9%13.6% vol

SDVDWorst drop−8.9%14.4% vol

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

Paid More vs Made More

YTD

SDVDSPY

+11.6%Year to date+8.7%

9.2%Yield1.0%

+14.2%Past year+9.7%

0.85%Fee0.09%

3–1SDVD 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