FPX vs SPY

AFPX

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FPX $12,364

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common3.5%FPX and SPY

FPX

SPY

First Trust US Equity Opportunities ETF · $1.4BState Street SPDR S&P 500 ETF · $805B

+27.3%3 years · per year$20,642 · $18,174+22.0%

+4.3%5 years · per year$12,364 · $17,099+11.3%

0.57%Expense ratio$57 · $9 on $10k · lower wins0.09%

0.20%12-mo yield$20 · $103 on $10k1.03%

−23.6%Worst dropSmaller wins−8.9%

27.1%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPX · SPY

9.4%LLY1.7%

2.0%GS0.4%

7.0%GEV0.3%

4.5%SNDK0.2%

Held in common3.5%

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	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	−6.1%	−3.6%	−3.3%	+27.3%	+4.3%	−23.6%	$1.4B

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	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	−6.1%	−3.6%	−3.3%	+27.3%	+4.3%	−23.6%	$1.4B

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

FPX vs SPY

FPX

First Trust US Equity Opportunities

$12,364

SPY

SPDR S&P 500

$17,099

MeasureFPXSPY

Fee0.57%0.09%

Cost on $10k a year$57$9

Yield0.20%1.03%

5 years, per year+4.3%+11.3%

3 years, per year+27.3%+22.0%

Worst drop · 1Y−23.6%−8.9%

Volatility · 1Y27.1%13.6%

5–1measures won
SPY first

3.5%

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: FPX, SPY

Today

3.5%most shared, FPX and SPY

FPXSPY

FPX—3.5%

SPY3.5%—

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

FPX$20 − $57 = −$37

KeptFee

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