FXZ vs SPYM

AFXZ

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · FXZ $13,535

Lowest cost0.02%SPYM · $2 on $10k

Most income1.38%FXZ · $138 on $10k

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

Held in common1.3%FXZ and SPYM

FXZ

SPYM

First Trust Materials AlphaDEX Fund · $361MState Street SPDR Portfolio S&P 500 ETF · $182B

+9.7%3 years · per year$13,198 · $18,082+21.8%

+6.2%5 years · per year$13,535 · $17,192+11.4%

0.64%Expense ratio$64 · $2 on $10k · lower wins0.02%

1.38%12-mo yield$138 · $105 on $10k1.05%

−15.2%Worst dropSmaller wins−8.9%

23.4%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXZ · SPYM

2.8%LIN0.4%

5.1%NEM0.2%

1.4%FCX0.1%

1.9%ECL0.1%

Held in common1.3%

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	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.38%	+1.0%	+16.4%	+28.0%	+9.7%	+6.2%	−15.2%	$361M

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	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.38%	+1.0%	+16.4%	+28.0%	+9.7%	+6.2%	−15.2%	$361M

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

FXZ vs SPYM

FXZ

First Trust Materials AlphaDEX Fund

$13,535

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFXZSPYM

Fee0.64%0.02%

Cost on $10k a year$64$2

Yield1.38%1.05%

5 years, per year+6.2%+11.4%

3 years, per year+9.7%+21.8%

Worst drop · 1Y−15.2%−8.9%

Volatility · 1Y23.4%13.6%

5–1measures won
SPYM first

1.3%

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: FXZ, SPYM

Today

1.3%most shared, FXZ and SPYM

FXZSPYM

FXZ—1.3%

SPYM1.3%—

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

FXZ$138 − $64 = $74

KeptFee

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