FNK vs SPYM

AFNK

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · FNK $15,072

Lowest cost0.02%SPYM · $2 on $10k

Most income1.53%FNK · $153 on $10k

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

Held in common0.6%FNK and SPYM

FNK

SPYM

First Trust Mid Cap Value AlphaDEX Fund · $241MState Street SPDR Portfolio S&P 500 ETF · $182B

+16.8%3 years · per year$15,921 · $18,222+22.1%

+8.6%5 years · per year$15,072 · $17,164+11.4%

0.74%Expense ratio$74 · $2 on $10k · lower wins0.02%

1.53%12-mo yield$153 · $106 on $10k1.06%

−9.1%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNK · SPYM

0.6%HST0.0%

0.4%SWK0.0%

0.2%HAS0.0%

0.2%MAS0.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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 SPYM

FNK

First Trust Mid Cap Value AlphaDEX Fund

$15,072

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFNKSPYM

Fee0.74%0.02%

Cost on $10k a year$74$2

Yield1.53%1.06%

5 years, per year+8.6%+11.4%

3 years, per year+16.8%+22.1%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.9%13.6%

5–1measures won
SPYM 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, SPYM

Today

0.6%most shared, FNK and SPYM

FNKSPYM

FNK—0.6%

SPYM0.6%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

FNK$153 − $74 = $79

KeptFee

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