Compare · 3 funds side by side · dividends reinvested

FTCS, IMCV and EDOW

FTCSFirst Trust×IMCViShares×EDOWFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,584IMCV · best of the three

02 / 04

FTCS, IMCV and EDOW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.06%1.85%+21.9%+26.7%+22.6%+10.6%−6.9%11.1%$1.3B1.0

First Trust Dow 30 Equal Weight ETFUS Stock Styles · Equal weight0.50%1.22%+12.7%+14.5%+19.8%+10.0%−8.7%11.1%$327M2.3

First Trust Capital Strength ETFUnsorted0.53%1.11%+12.2%+14.1%+14.4%+6.5%−8.1%11.1%$8.1B2.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: FTCS 2006 · IMCV 2004 · EDOW 2017

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Capital Strength ETF · $8.1B$13,728

FTCS

IMCV

iShares Morningstar Mid-Cap Value ETF · $1.3B$16,584

$10,000 five years ago, dividends reinvested · they hold 12.6% in common

FTCSMeasureIMCV

+12.2%Year to dateJan 1 → Nov 3+21.9%

+14.1%1 yearTotal return+26.7%

+14.4%3 years · per year$10,000 became $14,980 · $18,435+22.6%

+6.5%5 years · per year$10,000 became $13,728 · $16,584+10.6%

0.53%Expense ratio$53 · $6 a year on $10k · lower is better0.06%

1.11%Trailing 12-mo yield$111 · $185 a year on $10k1.85%

−8.1%Worst dropSmaller is better−6.9%

11.1%VolatilityLower is calmer11.1%

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

0–7IMCV wins

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

More Ways to See the Pairs

FTCS vs IMCV: Top 5 Holdings

Today

FTCS

10.8%in top 5

IMCV

in top 57.2%

FTCSStockIMCV

2.3%LMTnot top 5

2.2%VRTXnot top 5

2.2%PPGnot top 5

2.1%VLTOnot top 5

2.1%GDnot top 5

not top 5ADP1.6%

not top 5VLO1.6%

not top 5PSX1.5%

not top 5USB1.3%

not top 5REGN1.3%

Held in common12.6%

End-of-day Nov 3, 2026 · share of each fund

FTCS vs IMCV Returns, Every Period

First TrustFTCS

+6.5%

5 years, per year

IMCViShares

+10.6%

5 years, per year

FTCSIMCVFaded: behind in that period

0–4IMCV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Stocks: FTCS vs IMCV

YTD

First TrustFTCS

+12.2%

IMCViShares

+21.9%

+12.2%Year to date+21.9%

−8.1%Worst drop · 1Y−6.9%

11.1%Volatility · 1Y11.1%

1.1%Yield1.8%

$8.1BAssets$1.3B

3–0IMCV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTCS, IMCV, EDOW

Today

0.06%lowest, IMCV

FundExpense ratioFee$10k

IMCV0.06%$6

EDOW0.50%$50

FTCS0.53%$53

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FTCS, IMCV, EDOW

1.85%highest, IMCV

FundTrailing yieldYield$10k

IMCV1.85%$185

EDOW1.22%$122

FTCS1.11%$111

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$179most kept, IMCV

IMCV$185 − $6 = $179

EDOW$122 − $50 = $72

FTCS$111 − $53 = $58

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FTCS, IMCV, EDOW

Today

20.1%most shared, FTCS and EDOW

FTCSIMCVEDOW

FTCS—12.6%20.1%

IMCV12.6%—3.4%

EDOW20.1%3.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.7%IMCV, at 11.1% volatility

IMCVWorst drop−6.9%11.1% vol

FTCSWorst drop−8.1%11.1% vol

EDOWWorst drop−8.7%11.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IMCVEDOW

+21.9%Year to date+12.7%

1.8%Yield1.2%

+26.7%Past year+14.5%

0.06%Fee0.50%

4–0IMCV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026