Compare · 2 funds side by side · dividends reinvested

KYC and FPX

KYCCorgi Funds×FPXFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,390FPX · best of the two

02 / 03

KYC and FPX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.19%+2.7%−0.1%+30.4%+6.0%−18.9%26.5%$1.3B1.1

Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETFThematic · Infrastructure0.35%0.00%[…][…][…][…][…][…]$393K1.5

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: KYC 2026 · FPX 2006

Head to Head

Swap sides Versus in desk

Head to Head

Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETF · $393K[…]

KYC

FPX

First Trust US Equity Opportunities ETF · $1.3B$13,390

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

KYCMeasureFPX

[…]Year to dateJan 1 → Nov 4+2.7%

[…]1 yearTotal return−0.1%

[…]3 years · per year$10,000 became […] · $22,148+30.4%

[…]5 years · per year$10,000 became […] · $13,390+6.0%

0.35%Expense ratio$35 · $57 a year on $10k · lower is better0.57%

0.00%Trailing 12-mo yield$0 · $19 a year on $10k0.19%

[…]Worst dropSmaller is better−18.9%

[…]VolatilityLower is calmer26.5%

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

1–1Level

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

More Ways to See the Pairs

KYC vs FPX: Top 5 Holdings

Today

KYC

31.1%in top 5

FPX

in top 534.4%

KYCStockFPX

10.9%Vnot top 5

9.4%MAnot top 5

not top 5LLY9.2%

not top 5SPCX8.9%

not top 5GEV7.6%

not top 5SNDK4.8%

not top 5STX3.8%

3.8%MELInot top 5

3.7%INTUnot top 5

3.3%PYPLnot top 5

Held in common3.9%

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

KYC vs FPX Returns, Every Period

Corgi FundsKYC

[…]

past year

FPXFirst Trust

−0.1%

past year

Returns […]

KYCFPXFaded: behind in that period

0–0Level

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

Thematic vs Stocks: KYC vs FPX

YTD

Corgi FundsKYC

[…]

FPXFirst Trust

+2.7%

[…]Year to date+2.7%

[…]Worst drop · 1Y−18.9%

[…]Volatility · 1Y26.5%

0.0%Yield0.2%

$393KAssets$1.3B

1–0FPX wins

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

Cost, Income and Risk

Fees: KYC, FPX

Today

0.35%lowest, KYC

FundExpense ratioFee$10k

KYC0.35%$35

FPX0.57%$57

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

Yields: KYC, FPX

0.19%highest, FPX

FundTrailing yieldYield$10k

FPX0.19%$19

KYC0.00%$0

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

Income After Fees on $10,000

−$35most kept, KYC

KYC$0 − $35 = −$35

FPX$19 − $57 = −$38

KeptFee

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

Overlap: KYC, FPX

Today

3.9%most shared, KYC and FPX

KYCFPX

KYC—3.9%

FPX3.9%—

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

Return vs Bumpiness: 2 ETFs

−0.1%FPX, at 26.5% volatility

FPXWorst drop−18.9%26.5% vol

KYCWorst drop[…][…]

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

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