FEX vs SPYM

AFEX

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common32.8%FEX and SPYM

FEX

SPYM

First Trust Large Cap Core AlphaDEX Fund · $1.6BState Street SPDR Portfolio S&P 500 ETF · $182B

+20.8%3 years · per year$17,609 · $18,082+21.8%

+9.5%5 years · per year$15,766 · $17,192+11.4%

0.57%Expense ratio$57 · $2 on $10k · lower wins0.02%

1.03%12-mo yield$103 · $105 on $10k1.05%

−6.6%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEX · SPYM

0.5%BRK-B1.7%

0.5%CVX0.7%

0.4%LLY1.7%

0.4%AMGN0.4%

Held in common32.8%

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B

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

FEX vs SPYM

FEX

First Trust Large Cap Core AlphaDEX Fund

$15,766

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFEXSPYM

Fee0.57%0.02%

Cost on $10k a year$57$2

Yield1.03%1.05%

5 years, per year+9.5%+11.4%

3 years, per year+20.8%+21.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y13.3%13.6%

4–2measures won
SPYM first

32.8%

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: FEX, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FEXSPYMIVV

FEX—32.8%32.8%

SPYM32.8%—99.9%

IVV32.8%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

FEX$103 − $57 = $46

KeptFee

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