Compare · 2 funds side by side · dividends reinvested

SPYM and DFII

SPYMSPDR×DFIIFirst Trust×

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

SPYM and DFII, 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%$182B1.1

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.23%−15.8%−27.8%[…][…]−42.6%41.9%$21M1.8

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

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

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Bitcoin Strategy & Target Income ETF · $21M[…]

DFII

SPYM

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

$10,000 five years ago, dividends reinvested

DFIIMeasureSPYM

−15.8%Year to dateJan 1 → Nov 6+8.8%

−27.8%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%

0.85%Expense ratio$85 · $2 a year on $10k · lower is better0.02%

20.23%Trailing 12-mo yield$2,023 · $105 a year on $10k1.05%

−42.6%Worst dropSmaller is better−8.9%

41.9%VolatilityLower is calmer13.6%

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

1–5SPYM wins

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

More Ways to See the Pairs

DFII vs SPYM: Top 5 Holdings

Today

DFII

[…]in top 5

SPYM

in top 527.8%

DFIIStockSPYM

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

DFII vs SPYM Returns, Every Period

First TrustDFII

−27.8%

past year

SPYMSPDR

+9.8%

past year

DFIISPYMFaded: behind in that period

0–2SPYM wins

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

Income vs Core: DFII vs SPYM

YTD

First TrustDFII

−15.8%

SPYMSPDR

+8.8%

−15.8%Year to date+8.8%

−42.6%Worst drop · 1Y−8.9%

41.9%Volatility · 1Y13.6%

20.2%Yield1.1%

$20.7MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: SPYM, DFII

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFII0.85%$85

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

Yields: SPYM, DFII

20.23%highest, DFII

FundTrailing yieldYield$10k

DFII20.23%$2,023

SPYM1.05%$105

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

Income After Fees on $10,000

$1,938most kept, DFII

DFII$2,023 − $85 = $1,938

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SPYM, DFII

Today

[…]holdings […]

SPYMDFII

SPYM—[…]

DFII[…]—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

DFIIWorst drop−42.6%41.9% vol

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

Paid More vs Made More

YTD

DFIISPYM

−15.8%Year to date+8.8%

20.2%Yield1.1%

−27.8%Past year+9.8%

0.85%Fee0.02%

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