FAN vs SPY

AFAN

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · FAN $11,281

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common0.6%FAN and SPY

FAN

SPY

First Trust Global Wind Energy ETF · $195MState Street SPDR S&P 500 ETF · $819B

+21.2%3 years · per year$17,822 · $18,039+21.7%

+2.4%5 years · per year$11,281 · $17,118+11.3%

0.61%Expense ratio$61 · $9 on $10k · lower wins0.09%

0.90%12-mo yield$90 · $103 on $10k1.03%

−20.2%Worst dropSmaller wins−8.9%

20.8%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAN · SPY

1.8%GEV0.3%

2.3%NEE0.3%

2.3%LNT0.0%

Held in common0.6%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AFAN	First Trust Global Wind Energy ETFRead Desk		0.61%	0.90%	+1.5%	+13.0%	+12.4%	+21.2%	+2.4%	−20.2%	$195M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AFAN	First Trust Global Wind Energy ETFRead Desk		0.61%	0.90%	+1.5%	+13.0%	+12.4%	+21.2%	+2.4%	−20.2%	$195M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FAN vs SPY

FAN

First Trust Global Wind Energy

$11,281

SPY

SPDR S&P 500

$17,118

MeasureFANSPY

Fee0.61%0.09%

Cost on $10k a year$61$9

Yield0.90%1.03%

5 years, per year+2.4%+11.3%

3 years, per year+21.2%+21.7%

Worst drop · 1Y−20.2%−8.9%

Volatility · 1Y20.8%13.6%

6–0measures won
SPY first

0.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FAN, SPY

Today

0.6%most shared, FAN and SPY

FANSPY

FAN—0.6%

SPY0.6%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FAN$90 − $61 = $29

KeptFee

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