FXO vs SPYM

AFXO

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · SPY $18,060

Lowest cost0.02%SPYM · $2 on $10k

Most income2.11%FXO · $211 on $10k

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

Held in common5.9%FXO and SPYM

FXO

SPYM

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

+25.5%3 years · per year$19,753 · $19,186+24.3%

+9.8%5 years · per year$15,956 · $18,126+12.6%

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

2.11%12-mo yield$211 · $101 on $10k1.01%

−11.7%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins12.8%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXO · SPYM

1.7%BRK-B1.6%

0.5%BAC0.5%

0.6%WFC0.4%

0.8%C0.3%

Held in common5.9%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	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
3	AFXO	First Trust Financials AlphaDEX FundRead Desk	0.60%	2.11%	+2.5%	+11.9%	+18.2%	+25.5%	+9.8%	−11.7%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	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
3	AFXO	First Trust Financials AlphaDEX FundRead Desk	0.60%	2.11%	+2.5%	+11.9%	+18.2%	+25.5%	+9.8%	−11.7%	$1.1B

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

FXO vs SPYM

FXO

First Trust Financials AlphaDEX Fund

$15,956

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFXOSPYM

Fee0.60%0.02%

Cost on $10k a year$60$2

Yield2.11%1.01%

5 years, per year+9.8%+12.6%

3 years, per year+25.5%+24.3%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y14.9%12.8%

4–2measures won
SPYM first

5.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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: FXO, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

FXOSPYMSPY

FXO—5.9%5.9%

SPYM5.9%—99.8%

SPY5.9%99.8%—

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

Income After Fees on $10,000

$151most kept, FXO

FXO$211 − $60 = $151

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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