Compare · 3 funds side by side · dividends reinvested

IPAY, SHRY and TCAF

IPAYAmplify×SHRYFirst Trust×TCAFT. Rowe Price×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,418SHRY · best of the three

02 / 04

IPAY, SHRY and TCAF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.55%+15.3%+17.9%+18.8%+9.0%−7.6%13.3%$17M1.4

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$7.9B1.7

Amplify Digital Payments ETFUnsorted0.75%0.82%−3.2%−5.7%+12.1%−4.7%−22.6%24.9%$152M2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: IPAY 2015 · SHRY 2017 · TCAF 2023

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Digital Payments ETF · $152M$7,846

IPAY

SHRY

First Trust Bloomberg Shareholder Yield ETF · $17M$15,418

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

IPAYMeasureSHRY

−3.2%Year to dateJan 1 → Nov 6+15.3%

−5.7%1 yearTotal return+17.9%

+12.1%3 years · per year$10,000 became $14,103 · $16,775+18.8%

−4.7%5 years · per year$10,000 became $7,846 · $15,418+9.0%

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

0.82%Trailing 12-mo yield$82 · $155 a year on $10k1.55%

−22.6%Worst dropSmaller is better−7.6%

24.9%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 6, 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

31.6%in top 5

SHRY

in top 519.6%

IPAYStockSHRY

7.0%Vnot top 5

7.0%MAnot top 5

6.0%AXPnot top 5

5.9%PYPL5.1%

5.8%COFnot top 5

not top 5HIG4.3%

not top 5PAYX3.6%

not top 5UPS3.4%

not top 5TMUS3.3%

Held in common7.7%

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

IPAY vs SHRY Returns, Every Period

AmplifyIPAY

−4.7%

5 years, per year

SHRYFirst Trust

+9.0%

5 years, per year

IPAYSHRYFaded: behind in that period

0–4SHRY wins

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

IPAY vs SHRY

YTD

AmplifyIPAY

−3.2%

SHRYFirst Trust

+15.3%

−3.2%Year to date+15.3%

−22.6%Worst drop · 1Y−7.6%

24.9%Volatility · 1Y13.3%

0.8%Yield1.6%

$152MAssets$16.7M

4–0SHRY wins

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

Cost, Income and Risk

Fees: IPAY, SHRY, TCAF

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

SHRY0.60%$60

IPAY0.75%$75

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

Yields: IPAY, SHRY, TCAF

1.55%highest, SHRY

FundTrailing yieldYield$10k

SHRY1.55%$155

IPAY0.82%$82

TCAF0.45%$45

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

Income After Fees on $10,000

$95most kept, SHRY

SHRY$155 − $60 = $95

TCAF$45 − $31 = $14

IPAY$82 − $75 = $7

KeptFee

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

Overlap: IPAY, SHRY, TCAF

Today

7.7%most shared, IPAY and SHRY

IPAYSHRYTCAF

IPAY—7.7%0.0%

SHRY7.7%—1.2%

TCAF0.0%1.2%—

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

Return vs Bumpiness: 3 ETFs

+17.9%SHRY, at 13.3% volatility

TCAFWorst drop−10.8%13.1% vol

SHRYWorst drop−7.6%13.3% vol

IPAYWorst drop−22.6%24.9% vol

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

Paid More vs Made More

YTD

SHRYTCAF

+15.3%Year to date+10.6%

1.6%Yield0.5%

+17.9%Past year+10.3%

0.60%Fee0.31%

3–1SHRY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026