FDTS vs SPYM

AFDTS

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income2.79%FDTS · $279 on $10k

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

Held in common0.0%FDTS and SPYM

FDTS

SPYM

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13MState Street SPDR Portfolio S&P 500 ETF · $182B

+24.3%3 years · per year$19,191 · $18,082+21.8%

+10.3%5 years · per year$16,297 · $17,192+11.4%

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

2.79%12-mo yield$279 · $105 on $10k1.05%

−13.1%Worst dropSmaller wins−8.9%

20.1%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDTS · 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

All Three

5Y3 funds

#
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.79%	−0.2%	+13.8%	+21.2%	+24.3%	+10.3%	−13.1%	$13M

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.79%	−0.2%	+13.8%	+21.2%	+24.3%	+10.3%	−13.1%	$13M

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

FDTS vs SPYM

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

$16,297

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFDTSSPYM

Fee0.80%0.02%

Cost on $10k a year$80$2

Yield2.79%1.05%

5 years, per year+10.3%+11.4%

3 years, per year+24.3%+21.8%

Worst drop · 1Y−13.1%−8.9%

Volatility · 1Y20.1%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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: FDTS, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FDTSSPYMIVV

FDTS—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

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

Income After Fees on $10,000

$199most kept, FDTS

FDTS$279 − $80 = $199

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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