FTHI vs SPYM

AFTHI

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · FTHI $15,675

Lowest cost0.02%SPYM · $2 on $10k

Most income9.38%FTHI · $938 on $10k

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

Held in common50.2%FTHI and SPYM

FTHI

SPYM

First Trust BuyWrite Income ETF · $2.6BState Street SPDR Portfolio S&P 500 ETF · $182B

+13.9%3 years · per year$14,771 · $18,222+22.1%

+9.4%5 years · per year$15,675 · $17,164+11.4%

0.75%Expense ratio$75 · $2 on $10k · lower wins0.02%

9.38%12-mo yield$938 · $106 on $10k1.06%

−5.5%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTHI · SPYM

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	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	AFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.38%	−3.6%	+2.8%	+4.3%	+13.9%	+9.4%	−5.5%	$2.6B

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	AFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.38%	−3.6%	+2.8%	+4.3%	+13.9%	+9.4%	−5.5%	$2.6B

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 SPYM

FTHI

First Trust BuyWrite Income

$15,675

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFTHISPYM

Fee0.75%0.02%

Cost on $10k a year$75$2

Yield9.38%1.06%

5 years, per year+9.4%+11.4%

3 years, per year+13.9%+22.1%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FTHI, SPYM

Today

50.2%most shared, FTHI and SPYM

FTHISPYM

FTHI—50.2%

SPYM50.2%—

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

SPYM$106 − $2 = $104

KeptFee

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