FNY vs SPYM

AFNY

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · IVV $18,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common0.2%FNY and SPYM

FNY

SPYM

First Trust Mid Cap Growth AlphaDEX Fund · $551MState Street SPDR Portfolio S&P 500 ETF · $182B

+21.6%3 years · per year$17,993 · $19,186+24.3%

+6.2%5 years · per year$13,491 · $18,126+12.6%

0.73%Expense ratio$73 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $101 on $10k1.01%

−13.5%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins12.8%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNY · SPYM

0.9%CRL0.0%

0.2%TYL0.0%

0.5%RL0.0%

0.3%DOC0.0%

Held in common0.2%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	AFNY	First Trust Mid Cap Growth AlphaDEX FundRead Desk	0.73%	0.00%	+1.2%	+9.1%	+7.2%	+21.6%	+6.2%	−13.5%	$551M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	AFNY	First Trust Mid Cap Growth AlphaDEX FundRead Desk	0.73%	0.00%	+1.2%	+9.1%	+7.2%	+21.6%	+6.2%	−13.5%	$551M

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

FNY vs SPYM

FNY

First Trust Mid Cap Growth AlphaDEX Fund

$13,492

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFNYSPYM

Fee0.73%0.02%

Cost on $10k a year$73$2

Yield0.00%1.01%

5 years, per year+6.2%+12.6%

3 years, per year+21.6%+24.3%

Worst drop · 1Y−13.5%−8.9%

Volatility · 1Y21.2%12.8%

6–0measures won
SPYM first

0.2%

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: FNY, SPYM, IVV

Today

99.8%most shared, SPYM and IVV

FNYSPYMIVV

FNY—0.2%0.2%

SPYM0.2%—99.8%

IVV0.2%99.8%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

FNY$0 − $73 = −$73

KeptFee

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