FSCS vs SPYM

AFSCS

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · FSCS $14,007

Lowest cost0.02%SPYM · $2 on $10k

Most income1.19%FSCS · $119 on $10k

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

Held in common1.2%FSCS and SPYM

FSCS

SPYM

First Trust SMID Capital Strength ETF · $62MState Street SPDR Portfolio S&P 500 ETF · $182B

+15.2%3 years · per year$15,270 · $19,186+24.3%

+7.0%5 years · per year$14,007 · $18,126+12.6%

0.60%Expense ratio$60 · $2 on $10k · lower wins0.02%

1.19%12-mo yield$119 · $101 on $10k1.01%

−7.8%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFSCS · SPYM

1.0%ACGL0.1%

1.0%HIG0.1%

1.0%KMB0.1%

0.9%RMD0.1%

Held in common1.2%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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 SPYM

FSCS

First Trust SMID Capital Strength

$14,007

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFSCSSPYM

Fee0.60%0.02%

Cost on $10k a year$60$2

Yield1.19%1.01%

5 years, per year+7.0%+12.6%

3 years, per year+15.2%+24.3%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y12.0%12.8%

3–3measures won
level

1.2%

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, SPYM

Today

1.2%most shared, FSCS and SPYM

FSCSSPYM

FSCS—1.2%

SPYM1.2%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

FSCS$119 − $60 = $59

KeptFee

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