Compare · 2 funds side by side · dividends reinvested

MSSS and FTCS

MSSSMonarch×FTCSFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,882FTCS · best of the two

02 / 04

MSSS and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Capital Strength ETFUnsorted0.53%1.10%+13.2%+15.4%+14.0%+6.8%−8.1%11.6%$8.0B1.3

Monarch Select Subsector ETFUnsorted1.42%0.19%+24.6%+26.2%[…][…]−10.2%13.9%$154M1.7

Rank among the two1st → 2ndFee, 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: MSSS 2024 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Select Subsector ETF · $154M[…]

MSSS

FTCS

First Trust Capital Strength ETF · $8.0B$13,882

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

MSSSMeasureFTCS

+24.6%Year to dateJan 1 → Nov 5+13.2%

+26.2%1 yearTotal return+15.4%

[…]3 years · per year$10,000 became […] · $14,831+14.0%

[…]5 years · per year$10,000 became […] · $13,882+6.8%

1.42%Expense ratio$142 · $53 a year on $10k · lower is better0.53%

0.19%Trailing 12-mo yield$19 · $110 a year on $10k1.10%

−10.2%Worst dropSmaller is better−8.1%

13.9%VolatilityLower is calmer11.6%

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

2–4FTCS wins

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

More Ways to See the Pairs

MSSS vs FTCS: Top 5 Holdings

Today

MSSS

51.4%in top 5

FTCS

in top 510.9%

MSSSStockFTCS

10.7%IHInot top 5

10.4%KBWPnot top 5

10.3%ITBnot top 5

10.0%IHFnot top 5

10.0%KIEnot top 5

not top 5PPG2.2%

not top 5MMM2.2%

not top 5VLTO2.2%

not top 5HD2.1%

not top 5CINF2.1%

Held in common0.0%

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

MSSS vs FTCS Returns, Every Period

MonarchMSSS

+26.2%

past year

FTCSFirst Trust

+15.4%

past year

MSSSFTCSFaded: behind in that period

2–0MSSS wins

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

MSSS vs FTCS

YTD

MonarchMSSS

+24.6%

FTCSFirst Trust

+13.2%

+24.6%Year to date+13.2%

−10.2%Worst drop · 1Y−8.1%

13.9%Volatility · 1Y11.6%

0.2%Yield1.1%

$154MAssets$8.0B

3–1FTCS wins

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

Cost, Income and Risk

Fees: MSSS, FTCS

Today

0.53%lowest, FTCS

FundExpense ratioFee$10k

FTCS0.53%$53

MSSS1.42%$142

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

Yields: MSSS, FTCS

1.10%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.10%$110

MSSS0.19%$19

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

Income After Fees on $10,000

$57most kept, FTCS

FTCS$110 − $53 = $57

MSSS$19 − $142 = −$123

KeptFee

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

Overlap: MSSS, FTCS

Today

0.0%most shared, MSSS and FTCS

MSSSFTCS

MSSS—0.0%

FTCS0.0%—

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

Return vs Bumpiness: 2 ETFs

+26.2%MSSS, at 13.9% volatility

FTCSWorst drop−8.1%11.6% vol

MSSSWorst drop−10.2%13.9% vol

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

Paid More vs Made More

YTD

FTCSMSSS

+13.2%Year to date+24.6%

1.1%Yield0.2%

+15.4%Past year+26.2%

0.53%Fee1.42%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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