FSCS vs SPY

AFSCS

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FSCS $14,007

Lowest cost0.09%SPY · $9 on $10k

Most income1.19%FSCS · $119 on $10k

Smallest drop−7.8%FSCS · worst fall in 1Y

Held in common1.3%FSCS and SPY

FSCS

SPY

First Trust SMID Capital Strength ETF · $62MState Street SPDR S&P 500 ETF · $805B

+15.2%3 years · per year$15,270 · $19,132+24.1%

+7.0%5 years · per year$14,007 · $18,060+12.6%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

1.19%12-mo yield$119 · $99 on $10k0.99%

−7.8%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFSCS · SPY

1.0%KMB0.1%

1.0%ACGL0.1%

1.0%HIG0.1%

0.9%RMD0.1%

Held in common1.3%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFSCS	First Trust SMID Capital Strength ETFRead Desk		0.60%	1.19%	+2.2%	+8.4%	+11.8%	+15.2%	+7.0%	−7.8%	$62M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFSCS	First Trust SMID Capital Strength ETFRead Desk		0.60%	1.19%	+2.2%	+8.4%	+11.8%	+15.2%	+7.0%	−7.8%	$62M

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

FSCS vs SPY

FSCS

First Trust SMID Capital Strength

$14,007

SPY

SPDR S&P 500

$18,060

MeasureFSCSSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield1.19%0.99%

5 years, per year+7.0%+12.6%

3 years, per year+15.2%+24.1%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y12.0%12.9%

3–3measures won
level

1.3%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FSCS, SPY

Today

1.3%most shared, FSCS and SPY

FSCSSPY

FSCS—1.3%

SPY1.3%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

FSCS$119 − $60 = $59

KeptFee

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