FTLS vs SPYM

AFTLS

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

Smallest drop−5.2%FTLS · worst fall in 1Y

Held in common48.4%FTLS and SPYM

FTLS

SPYM

First Trust Long/Short Equity ETF · $2.6BState Street SPDR Portfolio S&P 500 ETF · $178B

+12.8%3 years · per year$14,350 · $18,082+21.8%

+9.2%5 years · per year$15,549 · $17,192+11.4%

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

0.90%12-mo yield$90 · $105 on $10k1.05%

−5.2%Worst dropSmaller wins−8.9%

8.5%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTLS · SPYM

6.8%AAPL7.9%

6.1%NVDA6.9%

5.1%MSFT6.3%

3.2%AMZN4.0%

Held in common48.4%

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.90%	−0.1%	+5.0%	+4.6%	+12.8%	+9.2%	−5.2%	$2.6B

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.90%	−0.1%	+5.0%	+4.6%	+12.8%	+9.2%	−5.2%	$2.6B

End-of-day Nov 6, 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

$15,549

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFTLSSPYM

Fee0.95%0.02%

Cost on $10k a year$95$2

Yield0.90%1.05%

5 years, per year+9.2%+11.4%

3 years, per year+12.8%+21.8%

Worst drop · 1Y−5.2%−8.9%

Volatility · 1Y8.5%13.6%

4–2measures won
SPYM first

48.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FTLS, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FTLSSPYMSPY

FTLS—48.4%48.4%

SPYM48.4%—99.9%

SPY48.4%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

FTLS$90 − $95 = −$5

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee