FXG vs SPYM

AFXG

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · FXG $11,918

Lowest cost0.02%SPYM · $2 on $10k

Most income2.02%FXG · $202 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common3.1%FXG and SPYM

FXG

SPYM

First Trust Consumer Staples AlphaDEX Fund · $222MState Street SPDR Portfolio S&P 500 ETF · $182B

+4.5%3 years · per year$11,399 · $18,082+21.8%

+3.6%5 years · per year$11,918 · $17,192+11.4%

0.63%Expense ratio$63 · $2 on $10k · lower wins0.02%

2.02%12-mo yield$202 · $105 on $10k1.05%

−16.0%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXG · SPYM

1.8%PG0.6%

2.5%KO0.6%

1.7%PEP0.3%

0.9%MO0.2%

Held in common3.1%

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

Both

5Y2 funds

#			Trend
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%	$181.7B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	2.02%	−1.2%	+4.3%	+3.5%	+4.5%	+3.6%	−16.0%	$222M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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%	$181.7B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	2.02%	−1.2%	+4.3%	+3.5%	+4.5%	+3.6%	−16.0%	$222M

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

FXG vs SPYM

FXG

First Trust Consumer Staples AlphaDEX Fund

$11,918

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFXGSPYM

Fee0.63%0.02%

Cost on $10k a year$63$2

Yield2.02%1.05%

5 years, per year+3.6%+11.4%

3 years, per year+4.5%+21.8%

Worst drop · 1Y−16.0%−8.9%

Volatility · 1Y15.2%13.6%

5–1measures won
SPYM first

3.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FXG, SPYM

Today

3.1%most shared, FXG and SPYM

FXGSPYM

FXG—3.1%

SPYM3.1%—

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

Income After Fees on $10,000

$139most kept, FXG

FXG$202 − $63 = $139

SPYM$105 − $2 = $103

KeptFee

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