Compare · 3 funds side by side · dividends reinvested

IPAY, SHRY and FTCS

IPAYAmplify×SHRYFirst Trust×FTCSFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,646SHRY · best of the three

02 / 04

IPAY, SHRY and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.53%+16.9%+20.4%+19.5%+9.4%−7.6%13.3%$17M1.3

First Trust Capital Strength ETFUnsorted0.53%1.10%+13.2%+15.4%+14.0%+6.8%−8.1%11.6%$8.0B1.8

Amplify Digital Payments ETFUnsorted0.75%0.82%−3.2%−4.7%+12.6%−4.9%−22.6%25.0%$155M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IPAY 2015 · SHRY 2017 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Digital Payments ETF · $155M$7,762

IPAY

SHRY

First Trust Bloomberg Shareholder Yield ETF · $17M$15,646

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

IPAYMeasureSHRY

−3.2%Year to dateJan 1 → Nov 5+16.9%

−4.7%1 yearTotal return+20.4%

+12.6%3 years · per year$10,000 became $14,270 · $17,056+19.5%

−4.9%5 years · per year$10,000 became $7,762 · $15,646+9.4%

0.75%Expense ratio$75 · $60 a year on $10k · lower is better0.60%

0.82%Trailing 12-mo yield$82 · $153 a year on $10k1.53%

−22.6%Worst dropSmaller is better−7.6%

25.0%VolatilityLower is calmer13.3%

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

0–8SHRY wins

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

More Ways to See the Pairs

IPAY vs SHRY: Top 5 Holdings

Today

IPAY

31.8%in top 5

SHRY

in top 519.5%

IPAYStockSHRY

7.1%Vnot top 5

7.0%MAnot top 5

6.0%AXPnot top 5

5.9%PYPL5.1%

5.7%COFnot top 5

not top 5HIG4.2%

not top 5PAYX3.5%

not top 5UPS3.4%

not top 5EXPE3.4%

Held in common7.7%

End-of-day Nov 5, 2026 · share of each fund

IPAY vs SHRY Returns, Every Period

AmplifyIPAY

−4.9%

5 years, per year

SHRYFirst Trust

+9.4%

5 years, per year

IPAYSHRYFaded: behind in that period

0–4SHRY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IPAY vs SHRY

YTD

AmplifyIPAY

−3.2%

SHRYFirst Trust

+16.9%

−3.2%Year to date+16.9%

−22.6%Worst drop · 1Y−7.6%

25.0%Volatility · 1Y13.3%

0.8%Yield1.5%

$155MAssets$16.9M

4–0SHRY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IPAY, SHRY, FTCS

Today

0.53%lowest, FTCS

FundExpense ratioFee$10k

FTCS0.53%$53

SHRY0.60%$60

IPAY0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IPAY, SHRY, FTCS

1.53%highest, SHRY

FundTrailing yieldYield$10k

SHRY1.53%$153

FTCS1.10%$110

IPAY0.82%$82

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$93most kept, SHRY

SHRY$153 − $60 = $93

FTCS$110 − $53 = $57

IPAY$82 − $75 = $7

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IPAY, SHRY, FTCS

Today

21.0%most shared, SHRY and FTCS

IPAYSHRYFTCS

IPAY—7.7%6.1%

SHRY7.7%—21.0%

FTCS6.1%21.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.4%SHRY, at 13.3% volatility

FTCSWorst drop−8.1%11.6% vol

SHRYWorst drop−7.6%13.3% vol

IPAYWorst drop−22.6%25.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SHRYFTCS

+16.9%Year to date+13.2%

1.5%Yield1.1%

+20.4%Past year+15.4%

0.60%Fee0.53%

3–1SHRY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026