ROBT vs SPY

AROBT

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · ROBT $9,589

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common14.4%ROBT and SPY

ROBT

SPY

First Trust Nasdaq Artificial Intelligence and Robotics ETF · $719MState Street SPDR S&P 500 ETF · $819B

+12.5%3 years · per year$14,254 · $18,039+21.7%

−0.8%5 years · per year$9,589 · $17,118+11.3%

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

0.02%12-mo yield$2 · $103 on $10k1.03%

−20.5%Worst dropSmaller wins−8.9%

25.8%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsROBT · SPY

1.9%META2.1%

0.9%MSFT6.3%

0.8%AMZN4.0%

0.7%AMD1.0%

Held in common14.4%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AROBT	First Trust Nasdaq Artificial Intelligence and Robotics ETFRead Desk		0.65%	0.02%	+0.9%	+1.6%	−2.9%	+12.5%	−0.8%	−20.5%	$719M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AROBT	First Trust Nasdaq Artificial Intelligence and Robotics ETFRead Desk		0.65%	0.02%	+0.9%	+1.6%	−2.9%	+12.5%	−0.8%	−20.5%	$719M

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

ROBT vs SPY

ROBT

First Trust Nasdaq Artificial Intelligence and Robotics

$9,589

SPY

SPDR S&P 500

$17,118

MeasureROBTSPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield0.02%1.03%

5 years, per year−0.8%+11.3%

3 years, per year+12.5%+21.7%

Worst drop · 1Y−20.5%−8.9%

Volatility · 1Y25.8%13.6%

6–0measures won
SPY first

14.4%

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: ROBT, SPY

Today

14.4%most shared, ROBT and SPY

ROBTSPY

ROBT—14.4%

SPY14.4%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ROBT$2 − $65 = −$63

KeptFee

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