Compare · 3 funds side by side · dividends reinvested

FINX, SHRY and FTCS

FINXGlobal X×SHRYFirst Trust×FTCSFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,492SHRY · best of the three

02 / 04

FINX, SHRY and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.54%+16.5%+20.2%+18.4%+9.2%−7.6%13.3%$17M1.3

First Trust Capital Strength ETFUnsorted0.53%1.10%+13.8%+16.6%+13.3%+6.9%−8.1%11.8%$7.9B1.8

Global X - FinTech ETFUnsorted0.68%0.87%−16.2%−20.7%+8.5%−12.5%−30.4%30.8%$151M3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: FINX 2016 · SHRY 2017 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

Global X - FinTech ETF · $151M$5,125

FINX

SHRY

First Trust Bloomberg Shareholder Yield ETF · $17M$15,492

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

FINXMeasureSHRY

−16.2%Year to dateJan 1 → Nov 9+16.5%

−20.7%1 yearTotal return+20.2%

+8.5%3 years · per year$10,000 became $12,782 · $16,617+18.4%

−12.5%5 years · per year$10,000 became $5,125 · $15,492+9.2%

0.68%Expense ratio$68 · $60 a year on $10k · lower is better0.60%

0.87%Trailing 12-mo yield$87 · $154 a year on $10k1.54%

−30.4%Worst dropSmaller is better−7.6%

30.8%VolatilityLower is calmer13.3%

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

0–8SHRY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FINX vs SHRY: Top 5 Holdings

Today

FINX

32.7%in top 5

SHRY

in top 519.7%

FINXStockSHRY

7.8%XYZnot top 5

7.6%PYPL5.2%

6.2%HOODnot top 5

6.0%FISVnot top 5

5.1%GPNnot top 5

not top 5HIG4.2%

not top 5PAYX3.5%

not top 5TMUS3.4%

not top 5UPS3.3%

Held in common5.2%

End-of-day Nov 9, 2026 · share of each fund

FINX vs SHRY Returns, Every Period

Global XFINX

−12.5%

5 years, per year

SHRYFirst Trust

+9.2%

5 years, per year

FINXSHRYFaded: behind in that period

0–4SHRY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FINX vs SHRY

YTD

Global XFINX

−16.2%

SHRYFirst Trust

+16.5%

−16.2%Year to date+16.5%

−30.4%Worst drop · 1Y−7.6%

30.8%Volatility · 1Y13.3%

0.9%Yield1.5%

$151MAssets$16.7M

4–0SHRY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FINX, SHRY, FTCS

Today

0.53%lowest, FTCS

FundExpense ratioFee$10k

FTCS0.53%$53

SHRY0.60%$60

FINX0.68%$68

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FINX, SHRY, FTCS

1.54%highest, SHRY

FundTrailing yieldYield$10k

SHRY1.54%$154

FTCS1.10%$110

FINX0.87%$87

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SHRY

SHRY$154 − $60 = $94

FTCS$110 − $53 = $57

FINX$87 − $68 = $19

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FINX, SHRY, FTCS

Today

21.1%most shared, SHRY and FTCS

FINXSHRYFTCS

FINX—5.2%0.0%

SHRY5.2%—21.1%

FTCS0.0%21.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.2%SHRY, at 13.3% volatility

FTCSWorst drop−8.1%11.8% vol

SHRYWorst drop−7.6%13.3% vol

FINXWorst drop−30.4%30.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SHRYFTCS

+16.5%Year to date+13.8%

1.5%Yield1.1%

+20.2%Past year+16.6%

0.60%Fee0.53%

3–1SHRY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026