FDD vs SPY

AFDD

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,879FDD · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income5.60%FDD · $560 on $10k

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

Held in common0.0%FDD and SPY

FDD

SPY

First Trust STOXX European Select Dividend Index Fund · $906MState Street SPDR S&P 500 ETF · $819B

+28.9%3 years · per year$21,430 · $18,039+21.7%

+12.3%5 years · per year$17,879 · $17,118+11.3%

0.56%Expense ratio$56 · $9 on $10k · lower wins0.09%

5.60%12-mo yield$560 · $103 on $10k1.03%

−9.4%Worst dropSmaller wins−8.9%

16.7%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDD · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AFDD	First Trust STOXX European Select Dividend Index FundRead Desk		0.56%	5.60%	−2.8%	+13.1%	+23.8%	+28.9%	+12.3%	−9.4%	$906M
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	AFDD	First Trust STOXX European Select Dividend Index FundRead Desk		0.56%	5.60%	−2.8%	+13.1%	+23.8%	+28.9%	+12.3%	−9.4%	$906M
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

FDD vs SPY

FDD

First Trust STOXX European Select Dividend Index Fund

$17,879

SPY

SPDR S&P 500

$17,118

MeasureFDDSPY

Fee0.56%0.09%

Cost on $10k a year$56$9

Yield5.60%1.03%

5 years, per year+12.3%+11.3%

3 years, per year+28.9%+21.7%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y16.7%13.6%

3–3measures won
level

0.0%

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: FDD, SPY

Today

0.0%most shared, FDD and SPY

FDDSPY

FDD—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$504most kept, FDD

FDD$560 − $56 = $504

SPY$103 − $9 = $94

KeptFee

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