Compare · 2 funds side by side · dividends reinvested

FIXD and SMTH

FIXDFirst Trust×SMTHALPS×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,614FIXD · best of the two

02 / 04

FIXD and SMTH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Funds Smith Core Plus Bond ETFBonds & Cash · Core aggregate0.59%4.42%−0.4%+0.0%[…][…]−4.6%3.9%$3.7B1.2

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.82%−1.3%−0.8%+5.4%−0.8%−5.4%4.4%$2.8B1.6

Rank among the two1st → 2ndFee, 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: FIXD 2017 · SMTH 2023

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,614

FIXD

SMTH

ALPS Funds Smith Core Plus Bond ETF · $3.7B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FIXDMeasureSMTH

−1.3%Year to dateJan 1 → Nov 4−0.4%

−0.8%1 yearTotal return+0.0%

+5.4%3 years · per year$10,000 became $11,700 · […][…]

−0.8%5 years · per year$10,000 became $9,614 · […][…]

0.65%Expense ratio$65 · $59 a year on $10k · lower is better0.59%

4.82%Trailing 12-mo yield$482 · $442 a year on $10k4.42%

−5.4%Worst dropSmaller is better−4.6%

4.4%VolatilityLower is calmer3.9%

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

1–5SMTH wins

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

More Ways to See the Pairs

FIXD vs SMTH: Top 5 Holdings

Today

FIXD

0.3%in top 5

SMTH

in top 50.1%

FIXDStockSMTH

0.2%XELLLnot top 5

0.1%JXN-PA0.1%

Held in common0.1%

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

FIXD vs SMTH Returns, Every Period

First TrustFIXD

−0.8%

past year

SMTHALPS

+0.0%

past year

FIXDSMTHFaded: behind in that period

0–2SMTH wins

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

FIXD vs SMTH

YTD

First TrustFIXD

−1.3%

SMTHALPS

−0.4%

−1.3%Year to date−0.4%

−5.4%Worst drop · 1Y−4.6%

4.4%Volatility · 1Y3.9%

4.8%Yield4.4%

$2.8BAssets$3.7B

3–1SMTH wins

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

Cost, Income and Risk

Fees: FIXD, SMTH

Today

0.59%lowest, SMTH

FundExpense ratioFee$10k

SMTH0.59%$59

FIXD0.65%$65

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

Yields: FIXD, SMTH

4.82%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.82%$482

SMTH4.42%$442

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

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

SMTH$442 − $59 = $383

KeptFee

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

Overlap: FIXD, SMTH

Today

0.1%most shared, FIXD and SMTH

FIXDSMTH

FIXD—0.1%

SMTH0.1%—

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

Return vs Bumpiness: 2 ETFs

+0.0%SMTH, at 3.9% volatility

SMTHWorst drop−4.6%3.9% vol

FIXDWorst drop−5.4%4.4% vol

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

Paid More vs Made More

YTD

FIXDSMTH

−1.3%Year to date−0.4%

4.8%Yield4.4%

−0.8%Past year+0.0%

0.65%Fee0.59%

3–1SMTH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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