FYT vs SPYM

AFYT

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · FYT $14,628

Lowest cost0.02%SPYM · $2 on $10k

Most income1.81%FYT · $181 on $10k

Smallest drop−8.6%FYT · worst fall in 1Y

Held in common0.0%FYT and SPYM

First Trust Small Cap Value AlphaDEX Fund · $178MState Street SPDR Portfolio S&P 500 ETF · $183B

+16.3%3 years · per year$15,721 · $17,936+21.5%

+7.9%5 years · per year$14,628 · $17,429+11.8%

0.70%Expense ratio$70 · $2 on $10k · lower wins0.02%

1.81%12-mo yield$181 · $103 on $10k1.03%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.81%	−0.4%	+27.2%	+33.1%	+16.3%	+7.9%	−8.6%	$178M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.81%	−0.4%	+27.2%	+33.1%	+16.3%	+7.9%	−8.6%	$178M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FYT

First Trust Small Cap Value AlphaDEX Fund

$14,628

SPYM

SPDR Portfolio S&P 500

$17,429

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