Compare · 2 funds side by side · dividends reinvested

FTCS and SOXX

FTCSFirst Trust×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,892SOXX · best of the two

02 / 04

FTCS and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.4

First Trust Capital Strength ETFUnsorted0.53%1.12%+11.9%+14.1%+13.4%+6.5%−8.1%11.7%$7.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FTCS 2006 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Capital Strength ETF · $7.9B$13,686

FTCS

SOXX

iShares Semiconductor ETF · $39.1B$26,892

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

FTCSMeasureSOXX

+11.9%Year to dateJan 1 → Nov 6+36.2%

+14.1%1 yearTotal return+34.5%

+13.4%3 years · per year$10,000 became $14,567 · $27,604+40.3%

+6.5%5 years · per year$10,000 became $13,686 · $26,892+21.9%

0.53%Expense ratio$53 · $33 a year on $10k · lower is better0.33%

1.12%Trailing 12-mo yield$112 · $76 a year on $10k0.76%

−8.1%Worst dropSmaller is better−39.5%

11.7%VolatilityLower is calmer49.4%

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

3–5SOXX wins

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

More Ways to See the Pairs

FTCS vs SOXX: Top 5 Holdings

Today

FTCS

10.9%in top 5

SOXX

in top 538.6%

FTCSStockSOXX

not top 5AMD8.9%

not top 5NVDA8.5%

not top 5AVGO8.1%

not top 5MU7.1%

not top 5INTC6.0%

2.2%VLTOnot top 5

2.2%PPGnot top 5

2.2%MMMnot top 5

2.2%HDnot top 5

2.1%MRSHnot top 5

Held in common0.0%

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

FTCS vs SOXX Returns, Every Period

First TrustFTCS

+6.5%

5 years, per year

SOXXiShares

+21.9%

5 years, per year

FTCSSOXXFaded: behind in that period

0–4SOXX wins

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

Unsorted vs Thematic: FTCS vs SOXX

YTD

First TrustFTCS

+11.9%

SOXXiShares

+36.2%

+11.9%Year to date+36.2%

−8.1%Worst drop · 1Y−39.5%

11.7%Volatility · 1Y49.4%

1.1%Yield0.8%

$7.9BAssets$39.1B

3–1FTCS wins

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

Cost, Income and Risk

Fees: FTCS, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

FTCS0.53%$53

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

Yields: FTCS, SOXX

1.12%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.12%$112

SOXX0.76%$76

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

Income After Fees on $10,000

$59most kept, FTCS

FTCS$112 − $53 = $59

SOXX$76 − $33 = $43

KeptFee

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

Overlap: FTCS, SOXX

Today

0.0%most shared, FTCS and SOXX

FTCSSOXX

FTCS—0.0%

SOXX0.0%—

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

Return vs Bumpiness: 2 ETFs

+34.5%SOXX, at 49.4% volatility

FTCSWorst drop−8.1%11.7% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

FTCSSOXX

+11.9%Year to date+36.2%

1.1%Yield0.8%

+14.1%Past year+34.5%

0.53%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026