Compare · 3 funds side by side · dividends reinvested

ADDS, FTCS and IALT

ADDSHedgeye×FTCSFirst Trust×IALTiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,686FTCS · best of the three

02 / 03

ADDS, FTCS and IALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Capital Strength ETFUnsorted0.53%1.12%+11.9%+14.1%+13.4%+6.5%−8.1%11.7%$8.2B1.1

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+13.7%[…][…][…][…][…]$7.8B2.0

Hedgeye Index Adds ETFUnsorted0.70%0.00%[…][…][…][…][…][…]$7M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ADDS 2026 · FTCS 2006 · IALT 2025

Head to Head

Swap sides Versus in desk

Head to Head

Hedgeye Index Adds ETF · $7M[…]

ADDS

FTCS

First Trust Capital Strength ETF · $8.2B$13,686

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ADDSMeasureFTCS

[…]Year to dateJan 1 → Nov 6+11.9%

[…]1 yearTotal return+14.1%

[…]3 years · per year$10,000 became […] · $14,567+13.4%

[…]5 years · per year$10,000 became […] · $13,686+6.5%

0.70%Expense ratio$70 · $53 a year on $10k · lower is better0.53%

0.00%Trailing 12-mo yield$0 · $112 a year on $10k1.12%

[…]Worst dropSmaller is better−8.1%

[…]VolatilityLower is calmer11.7%

ADDSFTCS Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2FTCS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ADDS vs FTCS: Top 5 Holdings

Today

ADDS

40.4%in top 5

FTCS

in top 510.9%

ADDSStockFTCS

10.2%OKTAnot top 5

8.8%ATInot top 5

8.6%MDLNnot top 5

7.5%NVTnot top 5

5.4%LNGnot top 5

not top 5VLTO2.2%

not top 5PPG2.2%

not top 5MMM2.2%

not top 5HD2.2%

not top 5MRSH2.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

ADDS vs FTCS Returns, Every Period

HedgeyeADDS

[…]

past year

FTCSFirst Trust

+14.1%

past year

Returns […]

ADDSFTCSFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ADDS vs FTCS

YTD

HedgeyeADDS

[…]

FTCSFirst Trust

+11.9%

[…]Year to date+11.9%

[…]Worst drop · 1Y−8.1%

[…]Volatility · 1Y11.7%

0.0%Yield1.1%

$7.1MAssets$8.2B

1–0FTCS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ADDS, FTCS, IALT

Today

0.53%lowest, FTCS

FundExpense ratioFee$10k

FTCS0.53%$53

ADDS0.70%$70

IALT0.99%$99

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ADDS, FTCS, IALT

1.12%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.12%$112

IALT0.39%$39

ADDS0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$59most kept, FTCS

FTCS$112 − $53 = $59

IALT$39 − $99 = −$60

ADDS$0 − $70 = −$70

KeptFee

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

Overlap: ADDS, FTCS, IALT

Today

6.1%most shared, FTCS and IALT

ADDSFTCSIALT

ADDS—0.0%0.2%

FTCS0.0%—6.1%

IALT0.2%6.1%—

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

Return vs Bumpiness: 3 ETFs

+14.1%FTCS, at 11.7% volatility

FTCSWorst drop−8.1%11.7% vol

ADDSWorst drop[…][…]

IALTWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FTCSIALT

+11.9%Year to date+13.7%

1.1%Yield0.4%

+14.1%Past year[…]

0.53%Fee0.99%

2–1FTCS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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