FRI vs SPYM

AFRI

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · FRI $11,730

Lowest cost0.02%SPYM · $2 on $10k

Most income2.56%FRI · $256 on $10k

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

Held in common1.5%FRI and SPYM

FRI

SPYM

First Trust S&P REIT Index Fund · $204MState Street SPDR Portfolio S&P 500 ETF · $182B

+16.0%3 years · per year$15,611 · $18,222+22.1%

+3.2%5 years · per year$11,730 · $17,164+11.4%

0.51%Expense ratio$51 · $2 on $10k · lower wins0.02%

2.56%12-mo yield$256 · $106 on $10k1.06%

−12.1%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · SPYM

12.9%WELL0.3%

9.0%PLD0.2%

4.7%EQIX0.2%

4.8%SPG0.1%

Held in common1.5%

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	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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$204M

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$204M

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

FRI vs SPYM

FRI

First Trust S&P REIT Index Fund

$11,730

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFRISPYM

Fee0.51%0.02%

Cost on $10k a year$51$2

Yield2.56%1.06%

5 years, per year+3.2%+11.4%

3 years, per year+16.0%+22.1%

Worst drop · 1Y−12.1%−8.9%

Volatility · 1Y13.7%13.6%

5–1measures won
SPYM first

1.5%

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: FRI, SPYM

Today

1.5%most shared, FRI and SPYM

FRISPYM

FRI—1.5%

SPYM1.5%—

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

Income After Fees on $10,000

$205most kept, FRI

FRI$256 − $51 = $205

SPYM$106 − $2 = $104

KeptFee

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