FVC vs SPY

AFVC

BSPY

Measures won0–6SPY 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−8.9%SPY · worst fall in 1Y

Held in common0.0%FVC and SPY

FVC

SPY

First Trust Dorsey Wright Dynamic Focus 5 ETF · $105MState Street SPDR S&P 500 ETF · $778B

+11.7%3 years · per year$13,927 · $18,039+21.7%

+2.7%5 years · per year$11,449 · $17,118+11.3%

0.30%Expense ratio$30 · $9 on $10k · lower wins0.09%

0.81%12-mo yield$81 · $103 on $10k1.03%

−13.3%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVC · SPY

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

Held in common0.0%

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	SPYM	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	BSPY	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	AFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk	0.30%	0.81%	+0.6%	+10.6%	+12.8%	+11.7%	+2.7%	−13.3%	$105M

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	SPYM	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	BSPY	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	AFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk	0.30%	0.81%	+0.6%	+10.6%	+12.8%	+11.7%	+2.7%	−13.3%	$105M

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

FVC vs SPY

FVC

First Trust Dorsey Wright Dynamic Focus 5

$11,449

SPY

SPDR S&P 500

$17,118

MeasureFVCSPY

Fee0.30%0.09%

Cost on $10k a year$30$9

Yield0.81%1.03%

5 years, per year+2.7%+11.3%

3 years, per year+11.7%+21.7%

Worst drop · 1Y−13.3%−8.9%

Volatility · 1Y18.6%13.6%

6–0measures won
SPY first

0.0%

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: FVC, SPY, SPYM

Today

99.9%most shared, SPY and SPYM

FVCSPYSPYM

FVC—0.0%0.0%

SPY0.0%—99.9%

SPYM0.0%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

FVC$81 − $30 = $51

KeptFee

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