FTLS vs SPYM

AFTLS

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVV $17,151

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−5.0%FTLS · worst fall in 1Y

Held in common48.8%FTLS and SPYM

FTLS

SPYM

First Trust Long/Short Equity ETF · $2.6BState Street SPDR Portfolio S&P 500 ETF · $182B

+13.3%3 years · per year$14,542 · $18,222+22.1%

+9.2%5 years · per year$15,552 · $17,164+11.4%

0.95%Expense ratio$95 · $2 on $10k · lower wins0.02%

0.90%12-mo yield$90 · $106 on $10k1.06%

−5.0%Worst dropSmaller wins−8.9%

8.5%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTLS · SPYM

6.7%AAPL7.7%

6.6%NVDA7.3%

5.1%MSFT6.2%

3.2%AMZN3.9%

Held in common48.8%

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

All Three

5Y3 funds

#
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.90%	−2.7%	+5.1%	+5.6%	+13.3%	+9.2%	−5.0%	$2.6B

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.90%	−2.7%	+5.1%	+5.6%	+13.3%	+9.2%	−5.0%	$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

FTLS vs SPYM

FTLS

First Trust Long/Short Equity

$15,552

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFTLSSPYM

Fee0.95%0.02%

Cost on $10k a year$95$2

Yield0.90%1.06%

5 years, per year+9.2%+11.4%

3 years, per year+13.3%+22.1%

Worst drop · 1Y−5.0%−8.9%

Volatility · 1Y8.5%13.6%

4–2measures won
SPYM first

48.8%

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: FTLS, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FTLSSPYMIVV

FTLS—48.8%48.8%

SPYM48.8%—99.9%

IVV48.8%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

FTLS$90 − $95 = −$5

KeptFee

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