FSGS vs SPY

AFSGS

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SPY $17,099

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common0.4%FSGS and SPY

FSGS

SPY

First Trust SMID Growth Strength ETF · $30MState Street SPDR S&P 500 ETF · $819B

+11.6%3 years · per year$13,890 · $18,174+22.0%

+3.8%5 years · per year$12,065 · $17,099+11.3%

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

0.03%12-mo yield$3 · $103 on $10k1.03%

−11.3%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSGS · SPY

1.0%ACGL0.1%

1.0%RMD0.1%

1.0%DXCM0.1%

1.1%CINF0.0%

Held in common0.4%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	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%	$818.5B
3	AFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	−4.0%	+6.6%	+6.6%	+11.6%	+3.8%	−11.3%	$30M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	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%	$818.5B
3	AFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	−4.0%	+6.6%	+6.6%	+11.6%	+3.8%	−11.3%	$30M

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

FSGS vs SPY

FSGS

First Trust SMID Growth Strength

$12,066

SPY

SPDR S&P 500

$17,099

MeasureFSGSSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield0.03%1.03%

5 years, per year+3.8%+11.3%

3 years, per year+11.6%+22.0%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y15.3%13.6%

6–0measures won
SPY first

0.4%

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: FSGS, SPY, VOO

Today

93.5%most shared, SPY and VOO

FSGSSPYVOO

FSGS—0.4%0.4%

SPY0.4%—93.5%

VOO0.4%93.5%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

FSGS$3 − $60 = −$57

KeptFee

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