FTDS vs SPY

AFTDS

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FTDS $14,717

Lowest cost0.09%SPY · $9 on $10k

Most income1.60%FTDS · $160 on $10k

Smallest drop−7.3%FTDS · worst fall in 1Y

Held in common3.1%FTDS and SPY

FTDS

SPY

First Trust Dividend Strength ETF · $40MState Street SPDR S&P 500 ETF · $805B

+19.9%3 years · per year$17,229 · $18,174+22.0%

+8.0%5 years · per year$14,717 · $17,099+11.3%

0.81%Expense ratio$81 · $9 on $10k · lower wins0.09%

1.60%12-mo yield$160 · $103 on $10k1.03%

−7.3%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTDS · SPY

1.9%QCOM0.3%

2.1%UNP0.3%

1.8%COP0.2%

1.7%PSX0.2%

Held in common3.1%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFTDS	First Trust Dividend Strength ETFRead Desk		0.81%	1.60%	−2.1%	+18.8%	+24.9%	+19.9%	+8.0%	−7.3%	$40M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFTDS	First Trust Dividend Strength ETFRead Desk		0.81%	1.60%	−2.1%	+18.8%	+24.9%	+19.9%	+8.0%	−7.3%	$40M

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

FTDS vs SPY

FTDS

First Trust Dividend Strength

$14,717

SPY

SPDR S&P 500

$17,099

MeasureFTDSSPY

Fee0.81%0.09%

Cost on $10k a year$81$9

Yield1.60%1.03%

5 years, per year+8.0%+11.3%

3 years, per year+19.9%+22.0%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y12.3%13.6%

3–3measures won
level

3.1%

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: FTDS, SPY

Today

3.1%most shared, FTDS and SPY

FTDSSPY

FTDS—3.1%

SPY3.1%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FTDS$160 − $81 = $79

KeptFee

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