FTA vs SPY

AFTA

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FTA $16,998

Lowest cost0.09%SPY · $9 on $10k

Most income1.69%FTA · $169 on $10k

Smallest drop−8.1%FTA · worst fall in 1Y

Held in common15.8%FTA and SPY

FTA

SPY

First Trust Large Cap Value AlphaDEX Fund · $1.5BState Street SPDR S&P 500 ETF · $819B

+20.6%3 years · per year$17,545 · $18,174+22.0%

+11.2%5 years · per year$16,998 · $17,099+11.3%

0.58%Expense ratio$58 · $9 on $10k · lower wins0.09%

1.69%12-mo yield$169 · $103 on $10k1.03%

−8.1%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · SPY

0.9%BRK-B1.6%

0.7%CVX0.6%

0.5%XOM1.0%

0.7%WFC0.4%

Held in common15.8%

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

Both

5Y2 funds

#			Trend
1	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
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.69%	−1.7%	+21.8%	+28.4%	+20.6%	+11.2%	−8.1%	$1.5B

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

Both

5Y2 funds

#			Trend
1	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
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.69%	−1.7%	+21.8%	+28.4%	+20.6%	+11.2%	−8.1%	$1.5B

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

FTA vs SPY

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,998

SPY

SPDR S&P 500

$17,099

MeasureFTASPY

Fee0.58%0.09%

Cost on $10k a year$58$9

Yield1.69%1.03%

5 years, per year+11.2%+11.3%

3 years, per year+20.6%+22.0%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y11.6%13.6%

3–3measures won
level

15.8%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FTA, SPY

Today

15.8%most shared, FTA and SPY

FTASPY

FTA—15.8%

SPY15.8%—

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

Income After Fees on $10,000

$111most kept, FTA

FTA$169 − $58 = $111

SPY$103 − $9 = $94

KeptFee

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