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

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

DFII

SPY

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

$10,000 five years ago, dividends reinvested

DFIIMeasureSPY

−15.5%Year to dateJan 1 → Nov 5+8.3%

−25.0%1 yearTotal return+9.7%

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

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

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

20.15%Trailing 12-mo yield$2,015 · $103 a year on $10k1.03%

−42.6%Worst dropSmaller is better−8.9%

42.1%VolatilityLower is calmer13.6%

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

1–5SPY wins

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

More Ways to See the Pairs

DFII vs SPY: Top 5 Holdings

Today

DFII

[…]in top 5

SPY

in top 527.7%

DFIIStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

DFII vs SPY Returns, Every Period

First TrustDFII

−25.0%

past year

SPYSPDR

+9.7%

past year

DFIISPYFaded: behind in that period

0–2SPY wins

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

Income vs Core: DFII vs SPY

YTD

First TrustDFII

−15.5%

SPYSPDR

+8.3%

−15.5%Year to date+8.3%

−42.6%Worst drop · 1Y−8.9%

42.1%Volatility · 1Y13.6%

20.2%Yield1.0%

$20.2MAssets$805B

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