Compare · 2 funds side by side · dividends reinvested

UCON and SPY

UCONFirst 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

UCON 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%$778B1.4

First Trust Smith Unconstrained Bond ETFBonds & Cash · Other bonds0.86%4.77%−0.6%+0.2%+5.4%+2.5%−3.6%3.3%$3.1B1.6

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: UCON 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Unconstrained Bond ETF · $3.1B$11,305

UCON

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UCONMeasureSPY

−0.6%Year to dateJan 1 → Nov 6+8.7%

+0.2%1 yearTotal return+9.7%

+5.4%3 years · per year$10,000 became $11,700 · $18,039+21.7%

+2.5%5 years · per year$10,000 became $11,305 · $17,118+11.3%

0.86%Expense ratio$86 · $9 a year on $10k · lower is better0.09%

4.77%Trailing 12-mo yield$477 · $103 a year on $10k1.03%

−3.6%Worst dropSmaller is better−8.9%

3.3%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

UCON vs SPY: Top 5 Holdings

Today

UCON

0.3%in top 5

SPY

in top 527.8%

UCONStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common0.0%

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

UCON vs SPY Returns, Every Period

First TrustUCON

+2.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

UCONSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: UCON vs SPY

YTD

First TrustUCON

−0.6%

SPYSPDR

+8.7%

−0.6%Year to date+8.7%

−3.6%Worst drop · 1Y−8.9%

3.3%Volatility · 1Y13.6%

4.8%Yield1.0%

$3.1BAssets$778B

3–1UCON wins

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

Cost, Income and Risk

Fees: UCON, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

UCON0.86%$86

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

Yields: UCON, SPY

4.77%highest, UCON

FundTrailing yieldYield$10k

UCON4.77%$477

SPY1.03%$103

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

Income After Fees on $10,000

$391most kept, UCON

UCON$477 − $86 = $391

SPY$103 − $9 = $94

KeptFee

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

Overlap: UCON, SPY

Today

0.0%most shared, UCON and SPY

UCONSPY

UCON—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

UCONWorst drop−3.6%3.3% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

UCONSPY

−0.6%Year to date+8.7%

4.8%Yield1.0%

+0.2%Past year+9.7%

0.86%Fee0.09%

3–1SPY 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