FNK vs SPY

AFNK

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FNK $15,072

Lowest cost0.09%SPY · $9 on $10k

Most income1.53%FNK · $153 on $10k

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

Held in common0.6%FNK and SPY

FNK

SPY

First Trust Mid Cap Value AlphaDEX Fund · $241MState Street SPDR S&P 500 ETF · $805B

+16.8%3 years · per year$15,921 · $18,174+22.0%

+8.6%5 years · per year$15,072 · $17,099+11.3%

0.74%Expense ratio$74 · $9 on $10k · lower wins0.09%

1.53%12-mo yield$153 · $103 on $10k1.03%

−9.1%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNK · SPY

0.6%HST0.0%

0.4%SWK0.0%

0.2%HAS0.0%

0.6%TSN0.0%

Held in common0.6%

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.53%	−2.1%	+16.6%	+22.8%	+16.8%	+8.6%	−9.1%	$241M

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.53%	−2.1%	+16.6%	+22.8%	+16.8%	+8.6%	−9.1%	$241M

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

Cards for this view

FNK vs SPY

FNK

First Trust Mid Cap Value AlphaDEX Fund

$15,072

SPY

SPDR S&P 500

$17,099

MeasureFNKSPY

Fee0.74%0.09%

Cost on $10k a year$74$9

Yield1.53%1.03%

5 years, per year+8.6%+11.3%

3 years, per year+16.8%+22.0%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.9%13.6%

5–1measures won
SPY first

0.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FNK, SPY

Today

0.6%most shared, FNK and SPY

FNKSPY

FNK—0.6%

SPY0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FNK$153 − $74 = $79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee