FTHI vs SPY

AFTHI

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FTHI $15,675

Lowest cost0.09%SPY · $9 on $10k

Most income9.38%FTHI · $938 on $10k

Smallest drop−5.5%FTHI · worst fall in 1Y

Held in common50.2%FTHI and SPY

FTHI

SPY

First Trust BuyWrite Income ETF · $2.5BState Street SPDR S&P 500 ETF · $805B

+13.9%3 years · per year$14,771 · $18,174+22.0%

+9.4%5 years · per year$15,675 · $17,099+11.3%

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

9.38%12-mo yield$938 · $103 on $10k1.03%

−5.5%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTHI · SPY

8.2%AAPL7.7%

6.3%NVDA7.3%

3.4%MSFT6.2%

2.7%AMZN3.9%

Held in common50.2%

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	AFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.38%	−3.6%	+2.8%	+4.3%	+13.9%	+9.4%	−5.5%	$2.5B

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	AFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.38%	−3.6%	+2.8%	+4.3%	+13.9%	+9.4%	−5.5%	$2.5B

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

FTHI vs SPY

FTHI

First Trust BuyWrite Income

$15,675

SPY

SPDR S&P 500

$17,099

MeasureFTHISPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield9.38%1.03%

5 years, per year+9.4%+11.3%

3 years, per year+13.9%+22.0%

Worst drop · 1Y−5.5%−8.9%

Volatility · 1Y10.2%13.6%

3–3measures won
level

50.2%

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: FTHI, SPY

Today

50.2%most shared, FTHI and SPY

FTHISPY

FTHI—50.2%

SPY50.2%—

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

Income After Fees on $10,000

$863most kept, FTHI

FTHI$938 − $75 = $863

SPY$103 − $9 = $94

KeptFee

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