FDN vs SPY

AFDN

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FDN $11,294

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 common13.5%FDN and SPY

FDN

SPY

First Trust Dow Jones Internet Index Fund · $4.8BState Street SPDR S&P 500 ETF · $805B

+21.8%3 years · per year$18,059 · $19,132+24.1%

+2.5%5 years · per year$11,295 · $18,060+12.6%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $99 on $10k0.99%

−20.4%Worst dropSmaller wins−8.9%

21.5%VolatilityLower wins12.9%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDN · SPY

10.7%AMZN3.8%

5.1%GOOGL2.5%

10.3%META2.1%

4.1%GOOG2.0%

Held in common13.5%

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	AFDN	First Trust Dow Jones Internet Index FundRead Desk		0.49%	0.00%	+2.4%	+1.3%	−4.0%	+21.8%	+2.5%	−20.4%	$4.8B

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	AFDN	First Trust Dow Jones Internet Index FundRead Desk		0.49%	0.00%	+2.4%	+1.3%	−4.0%	+21.8%	+2.5%	−20.4%	$4.8B

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

FDN vs SPY

FDN

First Trust Dow Jones Internet Index Fund

$11,295

SPY

SPDR S&P 500

$18,060

MeasureFDNSPY

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield0.00%0.99%

5 years, per year+2.5%+12.6%

3 years, per year+21.8%+24.1%

Worst drop · 1Y−20.4%−8.9%

Volatility · 1Y21.5%12.9%

6–0measures won
SPY first

13.5%

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: FDN, SPY

Today

13.5%most shared, FDN and SPY

FDNSPY

FDN—13.5%

SPY13.5%—

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

FDN$0 − $49 = −$49

KeptFee

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