FEX vs SPY

AFEX

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FEX $16,562

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%FEX · $99 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common33.1%FEX and SPY

FEX

SPY

First Trust Large Cap Core AlphaDEX Fund · $1.6BState Street SPDR S&P 500 ETF · $805B

+22.8%3 years · per year$18,539 · $19,132+24.1%

+10.6%5 years · per year$16,562 · $18,060+12.6%

0.57%Expense ratio$57 · $9 on $10k · lower wins0.09%

0.99%12-mo yield$99 · $99 on $10k0.99%

−6.6%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins12.9%

1–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · SPY

0.5%BRK-B1.6%

0.5%CVX0.7%

0.4%LLY1.7%

0.4%NVDA7.7%

Held in common33.1%

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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

FEX vs SPY

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

SPY

SPDR S&P 500

$18,060

MeasureFEXSPY

Fee0.57%0.09%

Cost on $10k a year$57$9

Yield0.99%0.99%

5 years, per year+10.6%+12.6%

3 years, per year+22.8%+24.1%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y12.9%12.9%

3–1measures won
SPY first

33.1%

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: FEX, SPY

Today

33.1%most shared, FEX and SPY

FEXSPY

FEX—33.1%

SPY33.1%—

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

FEX$99 − $57 = $42

KeptFee

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