FDN vs SPYM

AFDN

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VOO $17,543

Lowest cost0.02%SPYM · $2 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common13.9%FDN and SPYM

FDN

SPYM

First Trust Dow Jones Internet Index Fund · $4.7BState Street SPDR Portfolio S&P 500 ETF · $179B

+20.0%3 years · per year$17,283 · $18,161+22.0%

+1.9%5 years · per year$10,987 · $17,553+11.9%

0.49%Expense ratio$49 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $103 on $10k1.03%

−18.5%Worst dropSmaller wins−8.9%

21.9%VolatilityLower wins13.7%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDN · SPYM

11.3%AMZN4.0%

5.2%GOOGL2.6%

4.2%GOOG2.1%

10.3%META2.1%

Held in common13.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AFDN	First Trust Dow Jones Internet Index FundRead Desk	0.49%	0.00%	+3.1%	−0.2%	−0.9%	+20.0%	+1.9%	−18.5%	$4.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AFDN	First Trust Dow Jones Internet Index FundRead Desk	0.49%	0.00%	+3.1%	−0.2%	−0.9%	+20.0%	+1.9%	−18.5%	$4.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDN vs SPYM

FDN

First Trust Dow Jones Internet Index Fund

$10,987

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureFDNSPYM

Fee0.49%0.02%

Cost on $10k a year$49$2

Yield0.00%1.03%

5 years, per year+1.9%+11.9%

3 years, per year+20.0%+22.0%

Worst drop · 1Y−18.5%−8.9%

Volatility · 1Y21.9%13.7%

6–0measures won
SPYM first

13.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FDN, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

FDNSPYMVOO

FDN—13.9%14.8%

SPYM13.9%—92.7%

VOO14.8%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

FDN$0 − $49 = −$49

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee