FTC vs SPY

AFTC

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FTC $14,788

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common28.7%FTC and SPY

FTC

SPY

First Trust Large Cap Growth AlphaDEX Fund · $1.3BState Street SPDR S&P 500 ETF · $805B

+22.9%3 years · per year$18,586 · $19,132+24.1%

+8.1%5 years · per year$14,788 · $18,060+12.6%

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

0.12%12-mo yield$12 · $99 on $10k0.99%

−13.6%Worst dropSmaller wins−8.9%

22.4%VolatilityLower wins12.9%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTC · SPY

0.9%LLY1.7%

0.9%NVDA7.7%

0.8%AMZN3.8%

0.8%MU1.5%

Held in common28.7%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk		0.58%	0.12%	+0.1%	+6.4%	+4.1%	+22.9%	+8.1%	−13.6%	$1.3B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk		0.58%	0.12%	+0.1%	+6.4%	+4.1%	+22.9%	+8.1%	−13.6%	$1.3B

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

FTC vs SPY

FTC

First Trust Large Cap Growth AlphaDEX Fund

$14,788

SPY

SPDR S&P 500

$18,060

MeasureFTCSPY

Fee0.58%0.09%

Cost on $10k a year$58$9

Yield0.12%0.99%

5 years, per year+8.1%+12.6%

3 years, per year+22.9%+24.1%

Worst drop · 1Y−13.6%−8.9%

Volatility · 1Y22.4%12.9%

6–0measures won
SPY first

28.7%

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: FTC, SPY

Today

28.7%most shared, FTC and SPY

FTCSPY

FTC—28.7%

SPY28.7%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

FTC$12 − $58 = −$46

KeptFee

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