FTC vs SPY

AFTC

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common28.1%FTC and SPY

FTC

SPY

First Trust Large Cap Growth AlphaDEX Fund · $1.3BState Street SPDR S&P 500 ETF · $819B

+20.2%3 years · per year$17,378 · $18,039+21.7%

+6.6%5 years · per year$13,795 · $17,118+11.3%

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

0.13%12-mo yield$13 · $103 on $10k1.03%

−17.6%Worst dropSmaller wins−8.9%

23.1%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTC · SPY

0.9%LLY1.7%

0.8%AMZN4.0%

0.8%AAPL7.9%

0.8%NVDA6.9%

Held in common28.1%

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	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
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk	0.58%	0.13%	+1.3%	+1.4%	+0.6%	+20.2%	+6.6%	−17.6%	$1.3B

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	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
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk	0.58%	0.13%	+1.3%	+1.4%	+0.6%	+20.2%	+6.6%	−17.6%	$1.3B

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

FTC vs SPY

FTC

First Trust Large Cap Growth AlphaDEX Fund

$13,796

SPY

SPDR S&P 500

$17,118

MeasureFTCSPY

Fee0.58%0.09%

Cost on $10k a year$58$9

Yield0.13%1.03%

5 years, per year+6.6%+11.3%

3 years, per year+20.2%+21.7%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y23.1%13.6%

6–0measures won
SPY first

28.1%

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: FTC, SPY, IVV

Today

99.9%most shared, SPY and IVV

FTCSPYIVV

FTC—28.1%28.1%

SPY28.1%—99.9%

IVV28.1%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

SPY$103 − $9 = $94

FTC$13 − $58 = −$45

KeptFee

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