FBT vs SPYM

AFBT

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · FBT $17,295

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 common1.2%FBT and SPYM

FBT

SPYM

First Trust NYSE Arca Biotechnology Index Fund · $3.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+28.5%3 years · per year$21,223 · $19,186+24.3%

+11.6%5 years · per year$17,295 · $18,126+12.6%

0.55%Expense ratio$55 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $101 on $10k1.01%

−14.3%Worst dropSmaller wins−8.9%

21.9%VolatilityLower wins12.8%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFBT · SPYM

3.6%AMGN0.4%

3.6%GILD0.3%

3.3%VRTX0.2%

4.2%REGN0.1%

Held in common1.2%

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	AFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk		0.55%	0.00%	+1.2%	+35.3%	+45.4%	+28.5%	+11.6%	−14.3%	$3.1B

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	AFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk		0.55%	0.00%	+1.2%	+35.3%	+45.4%	+28.5%	+11.6%	−14.3%	$3.1B

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

FBT vs SPYM

FBT

First Trust NYSE Arca Biotechnology Index Fund

$17,295

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFBTSPYM

Fee0.55%0.02%

Cost on $10k a year$55$2

Yield0.00%1.01%

5 years, per year+11.6%+12.6%

3 years, per year+28.5%+24.3%

Worst drop · 1Y−14.3%−8.9%

Volatility · 1Y21.9%12.8%

5–1measures won
SPYM first

1.2%

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: FBT, SPYM

Today

1.2%most shared, FBT and SPYM

FBTSPYM

FBT—1.2%

SPYM1.2%—

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

FBT$0 − $55 = −$55

KeptFee

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