FIXD vs SPY

AFIXD

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FIXD $9,614

Lowest cost0.09%SPY · $9 on $10k

Most income4.82%FIXD · $482 on $10k

Smallest drop−5.4%FIXD · worst fall in 1Y

Held in common0.0%FIXD and SPY

FIXD

SPY

First Trust Smith Opportunistic Fixed Income ETF · $2.8BState Street SPDR S&P 500 ETF · $805B

+5.4%3 years · per year$11,700 · $19,132+24.1%

−0.8%5 years · per year$9,614 · $18,060+12.6%

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

4.82%12-mo yield$482 · $99 on $10k0.99%

−5.4%Worst dropSmaller wins−8.9%

4.4%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFIXD · SPY

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

Held in common0.0%

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	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B

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	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B

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

FIXD vs SPY

FIXD

First Trust Smith Opportunistic Fixed Income

$9,614

SPY

SPDR S&P 500

$18,060

MeasureFIXDSPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield4.82%0.99%

5 years, per year−0.8%+12.6%

3 years, per year+5.4%+24.1%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y4.4%12.9%

3–3measures won
level

0.0%

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: FIXD, SPY

Today

0.0%most shared, FIXD and SPY

FIXDSPY

FIXD—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

SPY$99 − $9 = $90

KeptFee

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