FTSD vs SPY

AFTSD

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FTSD $11,439

Lowest cost0.09%SPY · $9 on $10k

Most income4.35%FTSD · $435 on $10k

Smallest drop−1.2%FTSD · worst fall in 1Y

Held in common[…]FTSD and SPY

FTSD

SPY

Franklin Short Duration U.S. Government ETF · $357MState Street SPDR S&P 500 ETF · $805B

+4.9%3 years · per year$11,536 · $19,132+24.1%

+2.7%5 years · per year$11,439 · $18,060+12.6%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

4.35%12-mo yield$435 · $99 on $10k0.99%

−1.2%Worst dropSmaller wins−8.9%

1.5%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTSD · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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%	$804.8B
2	AFTSD	Franklin Short Duration U.S. Government ETFRead Desk		0.25%	4.35%	0.0%	+1.6%	+2.7%	+4.9%	+2.7%	−1.2%	$357M

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%	$804.8B
2	AFTSD	Franklin Short Duration U.S. Government ETFRead Desk		0.25%	4.35%	0.0%	+1.6%	+2.7%	+4.9%	+2.7%	−1.2%	$357M

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

FTSD vs SPY

FTSD

Franklin Short Duration U.S. Government

$11,439

SPY

SPDR S&P 500

$18,060

MeasureFTSDSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield4.35%0.99%

5 years, per year+2.7%+12.6%

3 years, per year+4.9%+24.1%

Worst drop · 1Y−1.2%−8.9%

Volatility · 1Y1.5%12.9%

3–3measures won
level

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FTSD, SPY

Today

[…]holdings […]

FTSDSPY

FTSD—[…]

SPY[…]—

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

Income After Fees on $10,000

$410most kept, FTSD

FTSD$435 − $25 = $410

SPY$99 − $9 = $90

KeptFee

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