FTXH vs SPYM

AFTXH

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,039FTXH · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

Smallest drop−7.5%FTXH · worst fall in 1Y

Held in common5.8%FTXH and SPYM

FTXH

SPYM

First Trust Nasdaq Pharmaceuticals ETF · $1.2BState Street SPDR Portfolio S&P 500 ETF · $185B

+24.1%3 years · per year$19,115 · $19,092+24.1%

+12.5%5 years · per year$18,039 · $17,749+12.2%

0.60%Expense ratio$60 · $2 on $10k · lower wins0.02%

0.66%12-mo yield$66 · $103 on $10k1.03%

−7.5%Worst dropSmaller wins−8.9%

17.7%VolatilityLower wins12.7%

2–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTXH · SPYM

8.2%LLY1.7%

6.9%JNJ1.0%

7.7%ABBV0.8%

6.8%MRK0.5%

Held in common5.8%

End-of-day Nov 3, 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	AFTXH	First Trust Nasdaq Pharmaceuticals ETFRead Desk	0.60%	0.66%	0.0%	+33.8%	+46.6%	+24.1%	+12.5%	−7.5%	$1.2B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

All Three

5Y3 funds

#
1	AFTXH	First Trust Nasdaq Pharmaceuticals ETFRead Desk	0.60%	0.66%	0.0%	+33.8%	+46.6%	+24.1%	+12.5%	−7.5%	$1.2B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

Cards for this view

FTXH vs SPYM

FTXH

First Trust Nasdaq Pharmaceuticals

$18,039

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureFTXHSPYM

Fee0.60%0.02%

Cost on $10k a year$60$2

Yield0.66%1.03%

5 years, per year+12.5%+12.2%

3 years, per year+24.1%+24.1%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y17.7%12.7%

3–2measures won
SPYM first

5.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FTXH, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FTXHSPYMSPY

FTXH—5.8%5.8%

SPYM5.8%—99.9%

SPY5.8%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

FTXH$66 − $60 = $6

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee