FSCS vs SPY

AFSCS

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,493SPY · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.20%FSCS · $120 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 · $778B

+13.5%3 years · per year$14,618 · $18,118+21.9%

+6.2%5 years · per year$13,498 · $17,493+11.8%

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

1.20%12-mo yield$120 · $101 on $10k1.01%

−7.8%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSCS · SPY

1.0%KMB0.1%

1.0%ACGL0.1%

1.0%HIG0.1%

1.0%RMD0.1%

Held in common1.3%

End-of-day Nov 9, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AFSCS	First Trust SMID Capital Strength ETFRead Desk	0.60%	1.20%	+2.1%	+7.4%	+10.2%	+13.5%	+6.2%	−7.8%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AFSCS	First Trust SMID Capital Strength ETFRead Desk	0.60%	1.20%	+2.1%	+7.4%	+10.2%	+13.5%	+6.2%	−7.8%	$62M

End-of-day Nov 9, 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

$13,498

SPY

SPDR S&P 500

$17,493

MeasureFSCSSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield1.20%1.01%

5 years, per year+6.2%+11.8%

3 years, per year+13.5%+21.9%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y12.3%13.7%

3–3measures won
level

1.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FSCS, SPY, VUG

Today

55.1%most shared, SPY and VUG

FSCSSPYVUG

FSCS—1.3%0.2%

SPY1.3%—55.1%

VUG0.2%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

FSCS$120 − $60 = $60

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee