FTCS vs SPYM

AFTCS

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%FTCS · $111 on $10k

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

Held in common13.2%FTCS and SPYM

FTCS

SPYM

First Trust Capital Strength ETF · $8.1BState Street SPDR Portfolio S&P 500 ETF · $185B

+14.4%3 years · per year$14,980 · $19,092+24.1%

+6.5%5 years · per year$13,728 · $17,749+12.2%

0.53%Expense ratio$53 · $2 on $10k · lower wins0.02%

1.11%12-mo yield$111 · $103 on $10k1.03%

−8.1%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTCS · SPYM

1.9%AAPL7.7%

2.0%V1.1%

2.1%JNJ1.0%

2.0%WMT0.8%

Held in common13.2%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.11%	−1.0%	+12.2%	+14.1%	+14.4%	+6.5%	−8.1%	$8.1B

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.11%	−1.0%	+12.2%	+14.1%	+14.4%	+6.5%	−8.1%	$8.1B

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

Cards for this view

FTCS vs SPYM

FTCS

First Trust Capital Strength

$13,728

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureFTCSSPYM

Fee0.53%0.02%

Cost on $10k a year$53$2

Yield1.11%1.03%

5 years, per year+6.5%+12.2%

3 years, per year+14.4%+24.1%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y11.1%12.7%

3–3measures won
level

13.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FTCS, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FTCSSPYMSPY

FTCS—13.2%13.2%

SPYM13.2%—99.9%

SPY13.2%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

FTCS$111 − $53 = $58

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee