FYX vs SPYM

AFYX

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · FYX $15,173

Lowest cost0.02%SPYM · $2 on $10k

Most income1.09%FYX · $109 on $10k

Smallest drop−8.8%FYX · worst fall in 1Y

Held in common0.0%FYX and SPYM

First Trust Small Cap Core AlphaDEX Fund · $1.4BState Street SPDR Portfolio S&P 500 ETF · $183B

+21.6%3 years · per year$17,995 · $17,936+21.5%

+8.7%5 years · per year$15,173 · $17,429+11.8%

0.58%Expense ratio$58 · $2 on $10k · lower wins0.02%

1.09%12-mo yield$109 · $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	AFYX	First Trust Small Cap Core AlphaDEX FundRead Desk		0.58%	1.09%	−0.5%	+24.5%	+30.3%	+21.6%	+8.7%	−8.8%	$1.4B

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	AFYX	First Trust Small Cap Core AlphaDEX FundRead Desk		0.58%	1.09%	−0.5%	+24.5%	+30.3%	+21.6%	+8.7%	−8.8%	$1.4B

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

FYX

First Trust Small Cap Core AlphaDEX Fund

$15,173

SPYM

SPDR Portfolio S&P 500

$17,429

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