FDM vs SPY

AFDM

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FDM $16,570

Lowest cost0.09%SPY · $9 on $10k

Most income1.47%FDM · $147 on $10k

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

Held in common0.0%FDM and SPY

FDM

SPY

First Trust Dow Jones Select MicroCap Index Fund · $271MState Street SPDR S&P 500 ETF · $798B

+23.2%3 years · per year$18,722 · $19,132+24.1%

+10.6%5 years · per year$16,570 · $18,060+12.6%

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

1.47%12-mo yield$147 · $99 on $10k0.99%

−9.3%Worst dropSmaller wins−8.9%

16.9%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDM · SPY

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

Held in common0.0%

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%	$798.0B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.47%	+2.6%	+18.1%	+27.3%	+23.2%	+10.6%	−9.3%	$271M

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%	$798.0B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.47%	+2.6%	+18.1%	+27.3%	+23.2%	+10.6%	−9.3%	$271M

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

FDM vs SPY

FDM

First Trust Dow Jones Select MicroCap Index Fund

$16,570

SPY

SPDR S&P 500

$18,060

MeasureFDMSPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield1.47%0.99%

5 years, per year+10.6%+12.6%

3 years, per year+23.2%+24.1%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y16.9%12.9%

5–1measures won
SPY first

0.0%

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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FDM, SPY

Today

0.0%most shared, FDM and SPY

FDMSPY

FDM—0.0%

SPY0.0%—

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

FDM$147 − $65 = $82

KeptFee

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