FNX vs SPY

AFNX

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common0.9%FNX and SPY

FNX

SPY

First Trust Mid Cap Core AlphaDEX Fund · $1.4BState Street SPDR S&P 500 ETF · $778B

+18.3%3 years · per year$16,539 · $18,118+21.9%

+7.6%5 years · per year$14,422 · $17,493+11.8%

0.62%Expense ratio$62 · $9 on $10k · lower wins0.09%

0.97%12-mo yield$97 · $101 on $10k1.01%

−9.2%Worst dropSmaller wins−8.9%

15.5%VolatilityLower wins13.7%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNX · SPY

0.1%SWKS0.0%

0.3%SWK0.0%

0.3%TSN0.0%

0.3%HST0.0%

Held in common0.9%

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 Three

5Y3 funds

#
1	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
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.97%	+2.6%	+14.1%	+18.2%	+18.3%	+7.6%	−9.2%	$1.4B

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

All Three

5Y3 funds

#
1	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
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.97%	+2.6%	+14.1%	+18.2%	+18.3%	+7.6%	−9.2%	$1.4B

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

FNX vs SPY

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,422

SPY

SPDR S&P 500

$17,493

MeasureFNXSPY

Fee0.62%0.09%

Cost on $10k a year$62$9

Yield0.97%1.01%

5 years, per year+7.6%+11.8%

3 years, per year+18.3%+21.9%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y15.5%13.7%

5–0measures won
SPY first

0.9%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FNX, SPY, VOO

Today

92.7%most shared, SPY and VOO

FNXSPYVOO

FNX—0.9%0.8%

SPY0.9%—92.7%

VOO0.8%92.7%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

FNX$97 − $62 = $35

KeptFee

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