FSGS vs SPYM

AFSGS

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.4%FSGS and SPYM

FSGS

SPYM

First Trust SMID Growth Strength ETF · $30MState Street SPDR Portfolio S&P 500 ETF · $182B

+11.2%3 years · per year$13,737 · $18,082+21.8%

+3.6%5 years · per year$11,957 · $17,192+11.4%

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

0.03%12-mo yield$3 · $105 on $10k1.05%

−11.3%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSGS · SPYM

1.1%ACGL0.1%

1.0%RMD0.1%

1.0%DXCM0.1%

1.1%CINF0.0%

Held in common0.4%

End-of-day Nov 6, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	AFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	−0.7%	+5.9%	+5.0%	+11.2%	+3.6%	−11.3%	$30M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	AFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	−0.7%	+5.9%	+5.0%	+11.2%	+3.6%	−11.3%	$30M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSGS vs SPYM

FSGS

First Trust SMID Growth Strength

$11,957

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFSGSSPYM

Fee0.60%0.02%

Cost on $10k a year$60$2

Yield0.03%1.05%

5 years, per year+3.6%+11.4%

3 years, per year+11.2%+21.8%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y15.2%13.6%

6–0measures won
SPYM first

0.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FSGS, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FSGSSPYMIVV

FSGS—0.4%0.4%

SPYM0.4%—99.9%

IVV0.4%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

FSGS$3 − $60 = −$57

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee