FLN vs SPY

AFLN

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,978FLN · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income3.95%FLN · $395 on $10k

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

Held in common0.0%FLN and SPY

FLN

SPY

First Trust Latin America AlphaDEX Fund · $43MState Street SPDR S&P 500 ETF · $819B

+14.7%3 years · per year$15,104 · $18,039+21.7%

+12.4%5 years · per year$17,978 · $17,118+11.3%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

3.95%12-mo yield$395 · $103 on $10k1.03%

−16.4%Worst dropSmaller wins−8.9%

26.4%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLN · SPY

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

Both

5Y2 funds

#			Trend
1	AFLN	First Trust Latin America AlphaDEX FundRead Desk		0.80%	3.95%	+0.9%	+8.5%	+13.9%	+14.7%	+12.4%	−16.4%	$43M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFLN	First Trust Latin America AlphaDEX FundRead Desk		0.80%	3.95%	+0.9%	+8.5%	+13.9%	+14.7%	+12.4%	−16.4%	$43M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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

FLN vs SPY

FLN

First Trust Latin America AlphaDEX Fund

$17,978

SPY

SPDR S&P 500

$17,118

MeasureFLNSPY

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield3.95%1.03%

5 years, per year+12.4%+11.3%

3 years, per year+14.7%+21.7%

Worst drop · 1Y−16.4%−8.9%

Volatility · 1Y26.4%13.6%

4–2measures won
SPY 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FLN, SPY

Today

0.0%most shared, FLN and SPY

FLNSPY

FLN—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$315most kept, FLN

FLN$395 − $80 = $315

SPY$103 − $9 = $94

KeptFee

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