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SHRY vs S&P 500

YTD$47.81 · −1.3% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+10%+15.3%S&P 500 +8.7%Dec 31, 2025Nov 6, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−1.3%+3.9%+1.9%+15.3%+17.9%+67.8%+54.2%+178.3%
Peer average————————
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
First Trust SHRY and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
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Cards for This View

SHRY’s Top 10 Holdings

Today
35.0%of SHRY sits in these 10
1PYPLPayPal5.09%
2HIGThe Hartford Insurance Group4.26%
3PAYXPaychex3.56%
4UPSUnited Parcel Service, ()3.39%
5TMUST-Mobile US3.34%
6METMetLife3.33%
7ALLThe Allstate3.16%
8ADBEAdobe Incorporated3.03%
9EXPEExpedia Group2.97%
10MOAltria Group2.92%
First Trust SHRY · weight in the fund · as of Nov 6, 2026
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SHRY vs Peer Average

YTD
SHRYAvsBPeer average
1D−1.3%[…]
1M+3.9%[…]
3M+1.9%[…]
YTD+15.3%[…]
1Y+17.9%[…]
3Y+67.8%[…]
5Y+54.2%[…]
0–0level
0 peers · each row scaled to its leader
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