AFDM vs SPY

AAFDM

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · SPY $17,493

Lowest cost0.09%SPY · $9 on $10k

Most income3.47%AFDM · $347 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%AFDM and SPY

AFDM

SPY

First Trust Active Factor International ETF · $145MState Street SPDR S&P 500 ETF · $778B

+21.4%3 years · per year$17,873 · $18,118+21.9%

+8.3%5 years · per year$14,883 · $17,493+11.8%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

3.47%12-mo yield$347 · $101 on $10k1.01%

−10.2%Worst dropSmaller wins−8.9%

15.5%VolatilityLower wins13.7%

1–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFDM · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.47%	+2.4%	+13.6%	+19.3%	+21.4%	+8.3%	−10.2%	$145M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.47%	+2.4%	+13.6%	+19.3%	+21.4%	+8.3%	−10.2%	$145M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFDM vs SPY

AFDM

First Trust Active Factor International

$14,883

SPY

SPDR S&P 500

$17,493

MeasureAFDMSPY

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield3.47%1.01%

5 years, per year+8.3%+11.8%

3 years, per year+21.4%+21.9%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y15.5%13.7%

5–1measures won
SPY first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: AFDM, SPY, QQQ

Today

52.1%most shared, SPY and QQQ

AFDMSPYQQQ

AFDM—0.0%0.0%

SPY0.0%—52.1%

QQQ0.0%52.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$267most kept, AFDM

AFDM$347 − $80 = $267

SPY$101 − $9 = $92

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee