FXO vs SPYM

AFXO

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · FXO $15,488

Lowest cost0.02%SPYM · $2 on $10k

Most income2.16%FXO · $216 on $10k

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

Held in common6.1%FXO and SPYM

FXO

SPYM

First Trust Financials AlphaDEX Fund · $1.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+23.8%3 years · per year$18,985 · $18,082+21.8%

+9.1%5 years · per year$15,488 · $17,192+11.4%

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

2.16%12-mo yield$216 · $105 on $10k1.05%

−11.7%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXO · SPYM

1.8%BRK-B1.7%

0.5%BAC0.5%

0.6%WFC0.4%

0.8%C0.3%

Held in common6.1%

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	AFXO	First Trust Financials AlphaDEX FundRead Desk		0.60%	2.16%	−0.8%	+9.2%	+15.0%	+23.8%	+9.1%	−11.7%	$1.1B

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	AFXO	First Trust Financials AlphaDEX FundRead Desk		0.60%	2.16%	−0.8%	+9.2%	+15.0%	+23.8%	+9.1%	−11.7%	$1.1B

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

FXO vs SPYM

FXO

First Trust Financials AlphaDEX Fund

$15,488

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFXOSPYM

Fee0.60%0.02%

Cost on $10k a year$60$2

Yield2.16%1.05%

5 years, per year+9.1%+11.4%

3 years, per year+23.8%+21.8%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y15.0%13.6%

4–2measures won
SPYM first

6.1%

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: FXO, SPYM

Today

6.1%most shared, FXO and SPYM

FXOSPYM

FXO—6.1%

SPYM6.1%—

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

Income After Fees on $10,000

$156most kept, FXO

FXO$216 − $60 = $156

SPYM$105 − $2 = $103

KeptFee

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