FCTR vs SPY

AFCTR

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common21.1%FCTR and SPY

FCTR

SPY

First Trust Lunt U.S. Factor Rotation ETF · $45MState Street SPDR S&P 500 ETF · $778B

+11.4%3 years · per year$13,816 · $18,118+21.9%

−1.3%5 years · per year$9,379 · $17,493+11.8%

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

0.64%12-mo yield$64 · $101 on $10k1.01%

−22.9%Worst dropSmaller wins−8.9%

21.0%VolatilityLower wins13.7%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFCTR · SPY

1.2%V1.1%

1.2%MA0.8%

0.8%PG0.6%

0.6%JNJ1.0%

Held in common21.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk	0.65%	0.64%	+1.7%	−8.9%	−7.3%	+11.4%	−1.3%	−22.9%	$45M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk	0.65%	0.64%	+1.7%	−8.9%	−7.3%	+11.4%	−1.3%	−22.9%	$45M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FCTR vs SPY

FCTR

First Trust Lunt U.S. Factor Rotation

$9,379

SPY

SPDR S&P 500

$17,493

MeasureFCTRSPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield0.64%1.01%

5 years, per year−1.3%+11.8%

3 years, per year+11.4%+21.9%

Worst drop · 1Y−22.9%−8.9%

Volatility · 1Y21.0%13.7%

6–0measures won
SPY first

21.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FCTR, SPY, IVV

Today

99.9%most shared, SPY and IVV

FCTRSPYIVV

FCTR—21.1%21.1%

SPY21.1%—99.9%

IVV21.1%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

FCTR$64 − $65 = −$1

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee