FCG vs SPY

AFCG

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,610FCG · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income2.36%FCG · $236 on $10k

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

Held in common0.7%FCG and SPY

FCG

SPY

First Trust Natural Gas ETF · $629MState Street SPDR S&P 500 ETF · $819B

+5.2%3 years · per year$11,652 · $18,039+21.7%

+12.0%5 years · per year$17,610 · $17,118+11.3%

0.59%Expense ratio$59 · $9 on $10k · lower wins0.09%

2.36%12-mo yield$236 · $103 on $10k1.03%

−19.7%Worst dropSmaller wins−8.9%

29.0%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCG · SPY

5.1%COP0.3%

4.9%EOG0.1%

4.2%DVN0.1%

4.4%OXY0.1%

Held in common0.7%

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	AFCG	First Trust Natural Gas ETFRead Desk		0.59%	2.36%	+0.1%	+21.3%	+28.0%	+5.2%	+12.0%	−19.7%	$629M
2	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

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	AFCG	First Trust Natural Gas ETFRead Desk		0.59%	2.36%	+0.1%	+21.3%	+28.0%	+5.2%	+12.0%	−19.7%	$629M
2	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

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

FCG vs SPY

FCG

First Trust Natural Gas

$17,610

SPY

SPDR S&P 500

$17,118

MeasureFCGSPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield2.36%1.03%

5 years, per year+12.0%+11.3%

3 years, per year+5.2%+21.7%

Worst drop · 1Y−19.7%−8.9%

Volatility · 1Y29.0%13.6%

4–2measures won
SPY first

0.7%

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: FCG, SPY

Today

0.7%most shared, FCG and SPY

FCGSPY

FCG—0.7%

SPY0.7%—

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

Income After Fees on $10,000

$177most kept, FCG

FCG$236 − $59 = $177

SPY$103 − $9 = $94

KeptFee

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