FGB vs SPY
First Trust Specialty Finance & Financial Opportunities Fund vs State Street SPDR S&P 500 ETF Trust
Which is better, FGB or SPY?
We do not have enough on FGB and SPY to separate them.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FGB | SPY |
|---|---|---|
| Expense Ratio | - | 0.09% |
| AUM | - | $814.4B |
| Dividend Yield | - | 1.01% |
| Holdings | - | 505 |
| YTD Price Return | - | +12.74% |
| 1Y Price Return | - | +18.65% |
| 3Y Price Return (annualized) | - | +19.70% |
| 5Y Price Return (annualized) | - | +11.30% |
| Volatility (annualized) | - | 15.3% |
| Max Drawdown | - | -56.5% |
| Fund Family | First Trust Specialty Finance & Financial Opportunities Fund | State Street Investment Management |
| Category | - | Equity |
| Style | - | Large Cap Blend |
| Inception | - | Jan 22, 1993 |
Not shown on this pair: $10,000 over the window, Top 10 Weight.
Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FGB. We have no price series for FGB, so there is nothing to compare it against.
FGB vs SPY Performance
First Trust Specialty Finance & Financial Opportunities Fund (FGB) is an ETF from First Trust Specialty Finance & Financial Opportunities Fund and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management.
You are not choosing between two funds in isolation.
Whichever of FGB and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Is SPY better than FGB?
We hold very little data on FGB and SPY, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.