FCVT vs SPY

AFCVT

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FCVT $11,591

Lowest cost0.09%SPY · $9 on $10k

Most income1.23%FCVT · $123 on $10k

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

Held in common0.1%FCVT and SPY

FCVT

SPY

First Trust SSI Strategic Convertible Securities ETF · $78MState Street SPDR S&P 500 ETF · $805B

+16.5%3 years · per year$15,818 · $19,132+24.1%

+3.0%5 years · per year$11,591 · $18,060+12.6%

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

1.23%12-mo yield$123 · $99 on $10k0.99%

−19.3%Worst dropSmaller wins−8.9%

20.8%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCVT · SPY

0.5%LITE0.1%

Held in common0.1%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.23%	−0.2%	+3.9%	+0.4%	+16.5%	+3.0%	−19.3%	$78M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.23%	−0.2%	+3.9%	+0.4%	+16.5%	+3.0%	−19.3%	$78M

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

FCVT vs SPY

FCVT

First Trust SSI Strategic Convertible Securities

$11,591

SPY

SPDR S&P 500

$18,060

MeasureFCVTSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield1.23%0.99%

5 years, per year+3.0%+12.6%

3 years, per year+16.5%+24.1%

Worst drop · 1Y−19.3%−8.9%

Volatility · 1Y20.8%12.9%

5–1measures won
SPY first

0.1%

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: FCVT, SPY

Today

0.1%most shared, FCVT and SPY

FCVTSPY

FCVT—0.1%

SPY0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

FCVT$123 − $95 = $28

KeptFee

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