Compare · 3 funds side by side · dividends reinvested

FINX, IPAY and SHRY

FINXGlobal X×IPAYAmplify×SHRYFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,137SHRY · best of the three

02 / 04

FINX, IPAY and SHRY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.50%+19.3%+22.5%+20.7%+10.0%−7.6%13.1%$17M1.0

Amplify Digital Payments ETFUnsorted0.75%0.80%−0.9%−3.4%+13.9%−4.6%−22.6%24.9%$151M2.3

Global X - FinTech ETFUnsorted0.68%0.85%−14.8%−23.6%+11.3%−11.9%−32.2%31.1%$149M2.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: FINX 2016 · IPAY 2015 · SHRY 2017

Head to Head

Swap sides Versus in desk

Head to Head

Global X - FinTech ETF · $149M$5,294

FINX

IPAY

Amplify Digital Payments ETF · $151M$7,910

$10,000 five years ago, dividends reinvested · they hold 45.3% in common

FINXMeasureIPAY

−14.8%Year to dateJan 1 → Nov 4−0.9%

−23.6%1 yearTotal return−3.4%

+11.3%3 years · per year$10,000 became $13,770 · $14,765+13.9%

−11.9%5 years · per year$10,000 became $5,294 · $7,910−4.6%

0.68%Expense ratio$68 · $75 a year on $10k · lower is better0.75%

0.85%Trailing 12-mo yield$85 · $80 a year on $10k0.80%

−32.2%Worst dropSmaller is better−22.6%

31.1%VolatilityLower is calmer24.9%

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

2–6IPAY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FINX vs IPAY: Top 5 Holdings

Today

FINX

31.5%in top 5

IPAY

in top 531.9%

FINXStockIPAY

7.5%PYPL5.9%

not top 5V7.1%

not top 5MA6.9%

6.9%XYZnot top 5

6.5%HOODnot top 5

not top 5AXP6.0%

not top 5COF6.0%

5.6%FISVnot top 5

5.1%GPNnot top 5

Held in common45.3%

End-of-day Nov 4, 2026 · share of each fund

FINX vs IPAY Returns, Every Period

Global XFINX

−11.9%

5 years, per year

IPAYAmplify

−4.6%

5 years, per year

FINXIPAYFaded: behind in that period

0–4IPAY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FINX vs SHRY

YTD

Global XFINX

−14.8%

SHRYFirst Trust

+19.3%

−14.8%Year to date+19.3%

−32.2%Worst drop · 1Y−7.6%

31.1%Volatility · 1Y13.1%

0.9%Yield1.5%

$149MAssets$17.0M

4–0SHRY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FINX, IPAY, SHRY

Today

0.60%lowest, SHRY

FundExpense ratioFee$10k

SHRY0.60%$60

FINX0.68%$68

IPAY0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FINX, IPAY, SHRY

1.50%highest, SHRY

FundTrailing yieldYield$10k

SHRY1.50%$150

FINX0.85%$85

IPAY0.80%$80

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SHRY

SHRY$150 − $60 = $90

FINX$85 − $68 = $17

IPAY$80 − $75 = $5

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FINX, IPAY, SHRY

Today

45.3%most shared, FINX and IPAY

FINXIPAYSHRY

FINX—45.3%5.0%

IPAY45.3%—7.7%

SHRY5.0%7.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.5%SHRY, at 13.1% volatility

SHRYWorst drop−7.6%13.1% vol

IPAYWorst drop−22.6%24.9% vol

FINXWorst drop−32.2%31.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SHRYIPAY

+19.3%Year to date−0.9%

1.5%Yield0.8%

+22.5%Past year−3.4%

0.60%Fee0.75%

4–0SHRY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026