FDT vs SPYM

AFDT

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · FDT $16,749

Lowest cost0.02%SPYM · $2 on $10k

Most income3.16%FDT · $316 on $10k

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

Held in common0.0%FDT and SPYM

FDT

SPYM

First Trust Developed Markets ex-US AlphaDEX Fund · $1.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+25.9%3 years · per year$19,968 · $18,082+21.8%

+10.9%5 years · per year$16,749 · $17,192+11.4%

0.80%Expense ratio$80 · $2 on $10k · lower wins0.02%

3.16%12-mo yield$316 · $105 on $10k1.05%

−13.4%Worst dropSmaller wins−8.9%

21.8%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDT · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk		0.80%	3.16%	−0.7%	+11.4%	+17.1%	+25.9%	+10.9%	−13.4%	$1.4B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk		0.80%	3.16%	−0.7%	+11.4%	+17.1%	+25.9%	+10.9%	−13.4%	$1.4B

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

FDT vs SPYM

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

$16,749

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFDTSPYM

Fee0.80%0.02%

Cost on $10k a year$80$2

Yield3.16%1.05%

5 years, per year+10.9%+11.4%

3 years, per year+25.9%+21.8%

Worst drop · 1Y−13.4%−8.9%

Volatility · 1Y21.8%13.6%

4–2measures won
SPYM first

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: FDT, SPYM

Today

0.0%most shared, FDT and SPYM

FDTSPYM

FDT—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$236most kept, FDT

FDT$316 − $80 = $236

SPYM$105 − $2 = $103

KeptFee

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