AFGR vs SPYM

AAFGR

BSPYM

Measures won0–2SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common45.1%AFGR and SPYM

AFGR

SPYM

First Trust Active Factor Large Cap Growth ETF · $86MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.65%Expense ratio$65 · $2 on $10k · lower wins0.02%

0.01%12-mo yield$1 · $101 on $10k1.01%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins12.8%

0–2SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFGR · SPYM

10.6%NVDA7.7%

4.3%MSFT5.9%

4.2%AAPL7.4%

4.2%AMZN3.8%

Held in common45.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AAFGR	First Trust Active Factor Large Cap Growth ETFRead Desk		0.65%	0.01%	+0.9%	new	new	new	new	[…]	$86M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AAFGR	First Trust Active Factor Large Cap Growth ETFRead Desk		0.65%	0.01%	+0.9%	new	new	new	new	[…]	$86M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFGR vs SPYM

AFGR

First Trust Active Factor Large Cap Growth

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureAFGRSPYM

Fee0.65%0.02%

Cost on $10k a year$65$2

Yield0.01%1.01%

5 years, per year[…]+12.6%

3 years, per year[…]+24.3%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]12.8%

2–0measures won
SPYM first

45.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AFGR, SPYM

Today

45.1%most shared, AFGR and SPYM

AFGRSPYM

AFGR—45.1%

SPYM45.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

AFGR$1 − $65 = −$64

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee