FTLS vs SPY

AFTLS

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FTLS $16,047

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

Smallest drop−3.8%FTLS · worst fall in 1Y

Held in common48.5%FTLS and SPY

FTLS

SPY

First Trust Long/Short Equity ETF · $2.6BState Street SPDR S&P 500 ETF · $798B

+14.6%3 years · per year$15,037 · $19,132+24.1%

+9.9%5 years · per year$16,047 · $18,060+12.6%

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

0.87%12-mo yield$87 · $99 on $10k0.99%

−3.8%Worst dropSmaller wins−8.9%

8.1%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTLS · SPY

6.8%NVDA7.7%

6.4%AAPL7.4%

4.8%MSFT5.9%

3.0%AMZN3.8%

Held in common48.5%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	AFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.87%	+0.2%	+8.0%	+8.1%	+14.6%	+9.9%	−3.8%	$2.6B

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	AFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.87%	+0.2%	+8.0%	+8.1%	+14.6%	+9.9%	−3.8%	$2.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTLS vs SPY

FTLS

First Trust Long/Short Equity

$16,047

SPY

SPDR S&P 500

$18,060

MeasureFTLSSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield0.87%0.99%

5 years, per year+9.9%+12.6%

3 years, per year+14.6%+24.1%

Worst drop · 1Y−3.8%−8.9%

Volatility · 1Y8.1%12.9%

4–2measures won
SPY first

48.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FTLS, SPY

Today

48.5%most shared, FTLS and SPY

FTLSSPY

FTLS—48.5%

SPY48.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

FTLS$87 − $95 = −$8

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee