Compare · 2 funds side by side · dividends reinvested

TDVI and SPYM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

TDVI and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Technology Dividend Target Income ETFThematic Income · A basket0.75%8.01%+12.7%+10.3%+25.6%[…]−16.0%20.8%$628M1.4

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%$178B1.5

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: TDVI 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Technology Dividend Target Income ETF · $628M[…]

TDVI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 13.3% in common

TDVIMeasureSPYM

+12.7%Year to dateJan 1 → Nov 6+8.8%

+10.3%1 yearTotal return+9.8%

+25.6%3 years · per year$10,000 became $19,831 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.75%Expense ratio$75 · $2 a year on $10k · lower is better0.02%

8.01%Trailing 12-mo yield$801 · $105 a year on $10k1.05%

−16.0%Worst dropSmaller is better−8.9%

20.8%VolatilityLower is calmer13.6%

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

4–3TDVI wins

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

More Ways to See the Pairs

TDVI vs SPYM: Top 5 Holdings

Today

TDVI

40.3%in top 5

SPYM

in top 527.8%

TDVIStockSPYM

9.1%TXNnot top 5

9.0%IBMnot top 5

9.0%MSFT6.3%

not top 5AAPL7.9%

not top 5NVDA6.9%

6.7%AVGOnot top 5

6.6%ORCLnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common13.3%

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

TDVI vs SPYM Returns, Every Period

First TrustTDVI

+10.3%

past year

SPYMSPDR

+9.8%

past year

TDVISPYMFaded: behind in that period

3–0TDVI wins

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

Income vs Core: TDVI vs SPYM

YTD

First TrustTDVI

+12.7%

SPYMSPDR

+8.8%

+12.7%Year to date+8.8%

−16.0%Worst drop · 1Y−8.9%

20.8%Volatility · 1Y13.6%

8.0%Yield1.1%

$628MAssets$178B

2–2level

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

Cost, Income and Risk

Fees: TDVI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

TDVI0.75%$75

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

Yields: TDVI, SPYM

8.01%highest, TDVI

FundTrailing yieldYield$10k

TDVI8.01%$801

SPYM1.05%$105

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

Income After Fees on $10,000

$726most kept, TDVI

TDVI$801 − $75 = $726

SPYM$105 − $2 = $103

KeptFee

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

Overlap: TDVI, SPYM

Today

13.3%most shared, TDVI and SPYM

TDVISPYM

TDVI—13.3%

SPYM13.3%—

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

Return vs Bumpiness: 2 ETFs

+10.3%TDVI, at 20.8% volatility

SPYMWorst drop−8.9%13.6% vol

TDVIWorst drop−16.0%20.8% vol

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

Paid More vs Made More

YTD

TDVISPYM

+12.7%Year to date+8.8%

8.0%Yield1.1%

+10.3%Past year+9.8%

0.75%Fee0.02%

3–1TDVI 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026