FCG vs SPYM

AFCG

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,610FCG · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income2.36%FCG · $236 on $10k

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

Held in common0.7%FCG and SPYM

FCG

SPYM

First Trust Natural Gas ETF · $629MState Street SPDR Portfolio S&P 500 ETF · $182B

+5.2%3 years · per year$11,652 · $18,082+21.8%

+12.0%5 years · per year$17,610 · $17,192+11.4%

0.59%Expense ratio$59 · $2 on $10k · lower wins0.02%

2.36%12-mo yield$236 · $105 on $10k1.05%

−19.7%Worst dropSmaller wins−8.9%

29.0%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCG · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

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 SPYM

FCG

First Trust Natural Gas

$17,610

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFCGSPYM

Fee0.59%0.02%

Cost on $10k a year$59$2

Yield2.36%1.05%

5 years, per year+12.0%+11.4%

3 years, per year+5.2%+21.8%

Worst drop · 1Y−19.7%−8.9%

Volatility · 1Y29.0%13.6%

4–2measures won
SPYM 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, SPYM

Today

0.7%most shared, FCG and SPYM

FCGSPYM

FCG—0.7%

SPYM0.7%—

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

SPYM$105 − $2 = $103

KeptFee

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