FCTR vs SPY5YFCTRFCTRAvsBSPYSPYFirst Trust Lunt U.S. Factor Rotation ETF · $44MState Street SPDR S&P 500 ETF · $793BReturns · dividends in+10.8%3 years · per year$13,585 · $18,083+21.8%−1.1%5 years · per year$9,470 · $17,481+11.8%Cost and income0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%0.64%12-mo yield$64 · $100 on $10k
Overlap: FCTR, SPY, VOOToday92.7%most shared, SPY and VOOFCTRSPYVOOFCTR—21.0%19.1%SPY21.0%—92.7%VOO19.1%92.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
FCTR vs SPY5YAFCTRFirst Trust Lunt U.S. Factor Rotation$9,470vsSPYBSPDR S&P 500$17,481$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VOOVanguard S&P 500 ETFReadDesk0.03%1.06%+1.3%+12.3%+12.8%+21.9%+11.9%−8.9%$1.00T2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$793.2B3AFCTRFirst Trust Lunt U.S. Factor Rotation ETFReadDesk0.65%0.64%+0.5%−8.4%−9.0%+10.8%−1.1%−22.9%$44MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VOOVanguard S&P 500 ETFReadDesk0.03%1.06%+1.3%+12.3%+12.8%+21.9%+11.9%−8.9%$1.00T2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$793.2B3AFCTRFirst Trust Lunt U.S. Factor Rotation ETFReadDesk0.65%0.64%+0.5%−8.4%−9.0%+10.8%−1.1%−22.9%$44MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
VOO vs IVVYTDVanguardVOOVA+12.3%vsBiSIVViShares+12.3%Jan 1Nov 11+12.3%+12.3%+12.3%Year to date+12.3%1.1%Yield1.1%$1.00TAssets$883B0–0levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
Overlap: FCTR, SPY, VOOToday92.7%most shared, SPY and VOOFCTRSPYVOOFCTR—21.0%19.1%SPY21.0%—92.7%VOO19.1%92.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$103most kept, VOOVOO$106 − $3 = $103SPY$100 − $9 = $91FCTR$64 − $65 = −$1KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee