FTHI vs SPY
Comparison between FIRST TRUST BUYWRITE INCOME ETF (FTHI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed FTHI, delivering a return of +13.3% compared to +10.3%
FTHI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTHI
$2B
Winner
SPY
$652B
Expense Ratio
FTHI
0.76%
Winner
SPY
0.09%
Max Drawdown
Winner
FTHI
35.49%
SPY
56.47%
Sharpe Ratio
FTHI
1.59
Winner
SPY
2.07
5Y Beta
Winner
FTHI
0.74
SPY
1.00
P/E Ratio
Winner
FTHI
23.48
SPY
28.24
Forward P/E
Winner
FTHI
20.75
SPY
21.85
PEG Ratio
FTHI
0.40
SPY
N/A
5Y Dividends CAGR
Winner
FTHI
16.54%
SPY
5.43%
5Y EPS CAGR
FTHI
24.42%
Winner
SPY
25.79%
Debt to Equity
FTHI
N/A
SPY
22.35%
P/S Ratio
Winner
FTHI
2.80
SPY
3.55
P/B Ratio
Winner
FTHI
4.11
SPY
5.29
FTHI vs SPY - Holdings Comparison
FTHI and SPY have 115 common holdings. Overlap is 47.42%
FTHI's top 25 holdings weight is 51.36%. SPY's top 25 holdings weight is 51.32%.
| Rank | FTHI | SPY |
|---|---|---|
| #1 | APPLE INC (AAPL) - 6.59% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | NVIDIA CORP (NVDA) - 5.63% | APPLE INC (AAPL) - 6.48% |
| #3 | DREYFUS GOVT CM INST 289 (n/a) - 3.79% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.58% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | AMAZON.COM INC (AMZN) - 2.44% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | COSTCO WHOLESALE CORP (COST) - 2.34% | BROADCOM INC (AVGO) - 3.09% |
| #7 | BROADCOM INC (AVGO) - 2.32% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | BANK OF AMERICA CORP (BAC) - 2.31% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ASML HOLDING NV ADR (ASML) - 2.23% | TESLA INC (TSLA) - 1.73% |
| #10 | MICROSOFT CORP (MSFT) - 2.10% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.09% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | ALPHABET INC CLASS A (GOOGL) - 2.02% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.91% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | ALPHABET INC CLASS C (GOOG) - 1.70% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | META PLATFORMS INC CLASS A (META) - 1.48% | WALMART INC (WMT) - 0.91% |
| #16 | LINDE PLC (LIN) - 1.27% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | EXXON MOBIL CORP (XOM) - 1.10% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | CISCO SYSTEMS INC (CSCO) - 1.08% | VISA INC CLASS A (V) - 0.85% |
| #19 | TESLA INC (TSLA) - 1.04% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | COCA-COLA EUROPACIFIC PARTNERS PLC (CCEP) - 1.02% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | AT&T INC (T) - 0.99% | INTEL CORP (INTC) - 0.65% |
| #22 | ABBVIE INC (ABBV) - 0.94% | NETFLIX INC (NFLX) - 0.64% |
| #23 | WALMART INC (WMT) - 0.82% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | UNION PACIFIC CORP (UNP) - 0.81% | CHEVRON CORP (CVX) - 0.58% |
| #25 | ALTRIA GROUP INC (MO) - 0.76% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 202 | 505 |
FTHI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
FTHI
+1.42%
Winner
SPY
+9.11%
3M
FTHI
+0.62%
Winner
SPY
+6.59%
6M
FTHI
+5.18%
Winner
SPY
+10.56%
1Y
FTHI
+18.85%
Winner
SPY
+32.04%
5Y(CAGR)
FTHI
+10.25%
Winner
SPY
+13.35%
10Y(CAGR)
FTHI
+8.52%
Winner
SPY
+15.49%
Max(CAGR)
FTHI
+7.63%
Winner
SPY
+8.50%
FTHI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FTHI | SPY |
|---|---|---|
| 2026 | +2.91% | +8.27% |
| 2025 | +10.99% | +18.00% |
| 2024 | +19.05% | +25.59% |
| 2023 | +20.21% | +26.72% |
| 2022 | -5.47% | -18.64% |
| 2021 | +13.64% | +30.52% |
| 2020 | -7.27% | +17.28% |
| 2019 | +17.86% | +31.09% |
| 2018 | -10.09% | -5.24% |
| 2017 | +13.54% | +20.78% |
| 2016 | +13.36% | +13.59% |
| 2015 | +2.81% | +1.31% |
| 2014 | +6.69% | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
FTHI vs SPY Drawdown Comparison
The maximum drawdown for FTHI was -32.65%, occurring on Mar 23, 2020. Recovery took 305 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current FTHI drawdown is -0.50%.
| Rank | FTHI | SPY |
|---|---|---|
| #1 | -32.65% Feb 19, 2020 - May 5, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -17.17% Aug 29, 2018 - Jul 5, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.68% Apr 20, 2022 - Jun 13, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -15.91% Feb 13, 2025 - Jul 3, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.11% Sep 16, 2015 - Jul 20, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -11.11% May 28, 2015 - Sep 16, 2015 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.92% Jan 23, 2018 - Aug 21, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.91% Sep 19, 2014 - Nov 10, 2014 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.71% Jun 8, 2021 - Oct 19, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.08% Nov 15, 2021 - Jan 11, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.06% Jan 14, 2022 - Mar 18, 2022 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.94% Sep 14, 2023 - Nov 14, 2023 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.80% Jul 16, 2024 - Aug 21, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.46% Feb 9, 2026 - Apr 20, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.33% Sep 30, 2016 - Nov 14, 2016 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between FTHI and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
FTHI vs SPY dividend yield comparison.
| Year | FTHI | SPY |
|---|---|---|
| 2026 | 2.96% | 0.24% |
| 2025 | 8.70% | 1.07% |
| 2024 | 8.61% | 1.21% |
| 2023 | 8.50% | 1.40% |
| 2022 | 9.06% | 1.65% |
| 2021 | 4.37% | 1.20% |
| 2020 | 4.76% | 1.52% |
| 2019 | 4.21% | 1.75% |
| 2018 | 4.76% | 2.04% |
| 2017 | 4.00% | 1.80% |
| 2016 | 4.41% | 2.03% |
| 2015 | 4.98% | 2.06% |
| 2014 | 3.96% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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