Compare · 2 funds side by side · dividends reinvested

SPY and DFII

SPYSPDR×DFIIFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

SPY and DFII, 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%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.1

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.15%−15.5%−25.0%[…][…]−42.6%42.1%$20M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: SPY 1993 · DFII 2025

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$17,099

SPY

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $20M[…]

$10,000 five years ago, dividends reinvested

SPYMeasureDFII

+8.3%Year to dateJan 1 → Nov 5−15.5%

+9.7%1 yearTotal return−25.0%

+22.0%3 years · per year$10,000 became $18,174 · […][…]

+11.3%5 years · per year$10,000 became $17,099 · […][…]

0.09%Expense ratio$9 · $85 a year on $10k · lower is better0.85%

1.03%Trailing 12-mo yield$103 · $2,015 a year on $10k20.15%

−8.9%Worst dropSmaller is better−42.6%

13.6%VolatilityLower is calmer42.1%

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

5–1SPY wins

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

More Ways to See the Pairs

SPY vs DFII: Top 5 Holdings

Today

SPY

27.7%in top 5

DFII

in top 5[…]

SPYStockDFII

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SPY vs DFII Returns, Every Period

SPDRSPY

+9.7%

past year

DFIIFirst Trust

−25.0%

past year

SPYDFIIFaded: behind in that period

2–0SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: SPY vs DFII

YTD

SPDRSPY

+8.3%

DFIIFirst Trust

−15.5%

+8.3%Year to date−15.5%

−8.9%Worst drop · 1Y−42.6%

13.6%Volatility · 1Y42.1%

1.0%Yield20.2%

$805BAssets$20.2M

3–1SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, DFII

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFII0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPY, DFII

20.15%highest, DFII

FundTrailing yieldYield$10k

DFII20.15%$2,015

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,930most kept, DFII

DFII$2,015 − $85 = $1,930

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPY, DFII

Today

[…]holdings […]

SPYDFII

SPY—[…]

DFII[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

DFIIWorst drop−42.6%42.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFIISPY

−15.5%Year to date+8.3%

20.2%Yield1.0%

−25.0%Past year+9.7%

0.85%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026