FTC vs SPYM

AFTC

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common28.1%FTC and SPYM

FTC

SPYM

First Trust Large Cap Growth AlphaDEX Fund · $1.2BState Street SPDR Portfolio S&P 500 ETF · $178B

+20.2%3 years · per year$17,378 · $18,082+21.8%

+6.6%5 years · per year$13,795 · $17,192+11.4%

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

0.13%12-mo yield$13 · $105 on $10k1.05%

−17.6%Worst dropSmaller wins−8.9%

23.1%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTC · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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%	$1.2B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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%	$1.2B

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 SPYM

FTC

First Trust Large Cap Growth AlphaDEX Fund

$13,796

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFTCSPYM

Fee0.58%0.02%

Cost on $10k a year$58$2

Yield0.13%1.05%

5 years, per year+6.6%+11.4%

3 years, per year+20.2%+21.8%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y23.1%13.6%

6–0measures won
SPYM 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%

$178BAssets$778B

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$853B

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, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FTCSPYMIVV

FTC—28.1%28.1%

SPYM28.1%—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

SPYM$105 − $2 = $103

FTC$13 − $58 = −$45

KeptFee

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