FPEI vs SPY

AFPEI

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,481SPY · FPEI $11,986

Lowest cost0.09%SPY · $9 on $10k

Most income6.03%FPEI · $603 on $10k

Smallest drop−3.6%FPEI · worst fall in 1Y

Held in common0.0%FPEI and SPY

First Trust Institutional Preferred Securities & Income ETF · $1.9BState Street SPDR S&P 500 ETF · $793B

+9.6%3 years · per year$13,152 · $18,083+21.8%

+3.7%5 years · per year$11,986 · $17,481+11.8%

0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%

6.03%12-mo yield$603 · $100 on $10k1.00%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	AFPEI	First Trust Institutional Preferred Securities & Income ETFRead Desk		0.85%	6.03%	0.0%	+1.0%	+2.0%	+9.6%	+3.7%	−3.6%	$1.9B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	AFPEI	First Trust Institutional Preferred Securities & Income ETFRead Desk		0.85%	6.03%	0.0%	+1.0%	+2.0%	+9.6%	+3.7%	−3.6%	$1.9B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPEI

First Trust Institutional Preferred Securities & Income

$11,986

SPY

SPDR S&P 500

$17,481

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