Compare · 2 funds side by side · dividends reinvested

KYC and FTA

KYCCorgi Funds×FTAFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,890FTA · best of the two

02 / 03

KYC and FTA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Value AlphaDEX FundUS Stock Styles · Value0.58%1.69%+22.0%+27.8%+21.4%+11.1%−8.1%11.3%$1.5B1.1

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 3, 2026 · returns include dividends · since: KYC 2026 · FTA 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

KYC

FTA

First Trust Large Cap Value AlphaDEX Fund · $1.5B$16,890

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

KYCMeasureFTA

[…]Year to dateJan 1 → Nov 3+22.0%

[…]1 yearTotal return+27.8%

[…]3 years · per year$10,000 became […] · $17,873+21.4%

[…]5 years · per year$10,000 became […] · $16,890+11.1%

0.35%Expense ratio$35 · $58 a year on $10k · lower is better0.58%

0.00%Trailing 12-mo yield$0 · $169 a year on $10k1.69%

[…]Worst dropSmaller is better−8.1%

[…]VolatilityLower is calmer11.3%

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

1–1Level

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

More Ways to See the Pairs

KYC vs FTA: Top 5 Holdings

Today

KYC

31.4%in top 5

FTA

in top 55.0%

KYCStockFTA

11.0%Vnot top 5

9.5%MAnot top 5

3.8%MELInot top 5

3.7%INTUnot top 5

3.3%PYPLnot top 5

not top 5OVV1.0%

not top 5PR1.0%

not top 5COP1.0%

not top 5EOG1.0%

not top 5STZ1.0%

Held in common4.0%

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

KYC vs FTA Returns, Every Period

Corgi FundsKYC

[…]

past year

FTAFirst Trust

+27.8%

past year

Returns […]

KYCFTAFaded: behind in that period

0–0Level

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

Thematic vs Stocks: KYC vs FTA

YTD

Corgi FundsKYC

[…]

FTAFirst Trust

+22.0%

[…]Year to date+22.0%

[…]Worst drop · 1Y−8.1%

[…]Volatility · 1Y11.3%

0.0%Yield1.7%

$393KAssets$1.5B

1–0FTA wins

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

Cost, Income and Risk

Fees: KYC, FTA

Today

0.35%lowest, KYC

FundExpense ratioFee$10k

KYC0.35%$35

FTA0.58%$58

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

Yields: KYC, FTA

1.69%highest, FTA

FundTrailing yieldYield$10k

FTA1.69%$169

KYC0.00%$0

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

Income After Fees on $10,000

$111most kept, FTA

FTA$169 − $58 = $111

KYC$0 − $35 = −$35

KeptFee

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

Overlap: KYC, FTA

Today

4.0%most shared, KYC and FTA

KYCFTA

KYC—4.0%

FTA4.0%—

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

Return vs Bumpiness: 2 ETFs

+27.8%FTA, at 11.3% volatility

FTAWorst drop−8.1%11.3% vol

KYCWorst drop[…][…]

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

Popular Pairs Near These Two

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