FTC vs SPYM

AFTC

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · FTC $13,703

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common28.5%FTC and SPYM

FTC

SPYM

First Trust Large Cap Growth AlphaDEX Fund · $1.3BState Street SPDR Portfolio S&P 500 ETF · $182B

+20.1%3 years · per year$17,322 · $18,222+22.1%

+6.5%5 years · per year$13,703 · $17,164+11.4%

0.58%Expense ratio$58 · $2 on $10k · lower wins0.02%

0.13%12-mo yield$13 · $106 on $10k1.06%

−17.6%Worst dropSmaller wins−8.9%

23.1%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTC · SPYM

0.9%LLY1.7%

0.8%NVDA7.3%

0.8%AMZN3.9%

0.8%AAPL7.7%

Held in common28.5%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk		0.58%	0.13%	−5.9%	+0.1%	+0.3%	+20.1%	+6.5%	−17.6%	$1.3B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk		0.58%	0.13%	−5.9%	+0.1%	+0.3%	+20.1%	+6.5%	−17.6%	$1.3B

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

FTC vs SPYM

FTC

First Trust Large Cap Growth AlphaDEX Fund

$13,703

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFTCSPYM

Fee0.58%0.02%

Cost on $10k a year$58$2

Yield0.13%1.06%

5 years, per year+6.5%+11.4%

3 years, per year+20.1%+22.1%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y23.1%13.6%

6–0measures won
SPYM first

28.5%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FTC, SPYM

Today

28.5%most shared, FTC and SPYM

FTCSPYM

FTC—28.5%

SPYM28.5%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

FTC$13 − $58 = −$45

KeptFee

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