FSZ vs SPYM5YFSZFSZAvsBSPYMSPYMFirst Trust Switzerland AlphaDEX Fund · $37MState Street SPDR Portfolio S&P 500 ETF · $183BReturns · dividends in+15.0%3 years · per year$15,197 · $18,024+21.7%+5.4%5 years · per year$13,026 · $17,408+11.7%Cost and income0.80%Expense ratio$80 · $2 on $10k · lower wins0.02%1.98%
Overlap: FSZ, SPYM, SPYToday99.9%most shared, SPYM and SPYFSZSPYMSPYFSZ—0.0%0.0%SPYM0.0%—99.9%SPY0.0%99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
FSZ vs SPYM5YAFSZFirst Trust Switzerland AlphaDEX Fund$13,026vsSPYMBSPDR Portfolio S&P 500$17,408$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$183.5B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B3AFSZFirst Trust Switzerland AlphaDEX FundReadDesk0.80%1.98%−0.7%+4.8%+7.7%+15.0%+5.4%−10.4%$37MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$183.5B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B3AFSZFirst Trust Switzerland AlphaDEX FundReadDesk0.80%1.98%−0.7%+4.8%+7.7%+15.0%+5.4%−10.4%$37MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: FSZ, SPYM, SPYToday99.9%most shared, SPYM and SPYFSZSPYMSPYFSZ—0.0%0.0%SPYM0.0%—99.9%SPY0.0%99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$118most kept, FSZFSZ$198 − $80 = $118SPYM$102 − $2 = $100SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee