FDG vs SPY

AFDG

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FDG $14,390

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common30.4%FDG and SPY

FDG

SPY

American Century Focused Dynamic Growth ETF · $416MState Street SPDR S&P 500 ETF · $805B

+27.5%3 years · per year$20,743 · $19,132+24.1%

+7.6%5 years · per year$14,390 · $18,060+12.6%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $99 on $10k0.99%

−15.7%Worst dropSmaller wins−8.9%

22.1%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDG · SPY

19.0%NVDA7.7%

6.0%MSFT5.9%

6.5%AMZN3.8%

4.4%META2.1%

Held in common30.4%

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	AFDG	American Century Focused Dynamic Growth ETFRead Desk		0.45%	0.00%	+0.4%	−2.1%	−4.1%	+27.5%	+7.6%	−15.7%	$416M

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	AFDG	American Century Focused Dynamic Growth ETFRead Desk		0.45%	0.00%	+0.4%	−2.1%	−4.1%	+27.5%	+7.6%	−15.7%	$416M

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

FDG vs SPY

FDG

American Century Focused Dynamic Growth

$14,390

SPY

SPDR S&P 500

$18,060

MeasureFDGSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield0.00%0.99%

5 years, per year+7.6%+12.6%

3 years, per year+27.5%+24.1%

Worst drop · 1Y−15.7%−8.9%

Volatility · 1Y22.1%12.9%

5–1measures won
SPY first

30.4%

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: FDG, SPY

Today

30.4%most shared, FDG and SPY

FDGSPY

FDG—30.4%

SPY30.4%—

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

FDG$0 − $45 = −$45

KeptFee

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