FICS vs SPYM

AFICS

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.83%FICS · $183 on $10k

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

Held in common0.0%FICS and SPYM

FICS

SPYM

First Trust International Developed Capital Strength ETF · $205MState Street SPDR Portfolio S&P 500 ETF · $179B

+14.2%3 years · per year$14,900 · $18,161+22.0%

+5.3%5 years · per year$12,962 · $17,553+11.9%

0.70%Expense ratio$70 · $2 on $10k · lower wins0.02%

1.83%12-mo yield$183 · $103 on $10k1.03%

−10.3%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFICS · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Four

5Y4 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	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
4	AFICS	First Trust International Developed Capital Strength ETFRead Desk	0.70%	1.83%	+1.7%	+7.8%	+13.1%	+14.2%	+5.3%	−10.3%	$205M

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

All Four

5Y4 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	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
4	AFICS	First Trust International Developed Capital Strength ETFRead Desk	0.70%	1.83%	+1.7%	+7.8%	+13.1%	+14.2%	+5.3%	−10.3%	$205M

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

FICS vs SPYM

FICS

First Trust International Developed Capital Strength

$12,962

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureFICSSPYM

Fee0.70%0.02%

Cost on $10k a year$70$2

Yield1.83%1.03%

5 years, per year+5.3%+11.9%

3 years, per year+14.2%+22.0%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y14.1%13.7%

5–1measures won
SPYM first

0.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FICS, SPYM, VOO, IVV

Today

99.9%most shared, SPYM and IVV

FICSSPYMVOOIVV

FICS—0.0%0.0%0.0%

SPYM0.0%—92.7%99.9%

VOO0.0%92.7%—92.7%

IVV0.0%99.9%92.7%—

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

Income After Fees on $10,000

$113most kept, FICS

FICS$183 − $70 = $113

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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