FAB vs SPYM

AFAB

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · FAB $16,051

Lowest cost0.02%SPYM · $2 on $10k

Most income1.65%FAB · $165 on $10k

Smallest drop−8.2%FAB · worst fall in 1Y

Held in common14.6%FAB and SPYM

FAB

SPYM

First Trust Multi Cap Value AlphaDEX Fund · $169MState Street SPDR Portfolio S&P 500 ETF · $182B

+19.1%3 years · per year$16,890 · $18,222+22.1%

+9.9%5 years · per year$16,051 · $17,164+11.4%

0.66%Expense ratio$66 · $2 on $10k · lower wins0.02%

1.65%12-mo yield$165 · $106 on $10k1.06%

−8.2%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFAB · SPYM

0.5%BRK-B1.6%

0.4%WFC0.4%

0.3%CVX0.6%

0.4%VZ0.3%

Held in common14.6%

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk		0.66%	1.65%	−2.0%	+21.2%	+27.8%	+19.1%	+9.9%	−8.2%	$169M

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk		0.66%	1.65%	−2.0%	+21.2%	+27.8%	+19.1%	+9.9%	−8.2%	$169M

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

Cards for this view

FAB vs SPYM

FAB

First Trust Multi Cap Value AlphaDEX Fund

$16,051

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFABSPYM

Fee0.66%0.02%

Cost on $10k a year$66$2

Yield1.65%1.06%

5 years, per year+9.9%+11.4%

3 years, per year+19.1%+22.1%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y12.7%13.6%

3–3measures won
level

14.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FAB, SPYM

Today

14.6%most shared, FAB and SPYM

FABSPYM

FAB—14.6%

SPYM14.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

FAB$165 − $66 = $99

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee