Compare · 3 funds side by side · dividends reinvested

SDVY, FMTM and OSCV

SDVYFirst Trust×FMTMMarketDesk×OSCVAptus×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,495SDVY · best of the three

02 / 04

SDVY, FMTM and OSCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust SMID Cap Rising Dividend Achievers ETFIncome · Dividend stocks0.58%1.00%+10.2%+12.5%+17.4%+9.2%−9.5%14.5%$11.4B1.8

MarketDesk Focused U.S. Momentum ETFUS Stock Styles · Factor0.45%0.26%+14.1%+15.5%[…][…]−16.0%27.2%$266M2.0

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.14%+10.1%+10.6%+12.2%+4.6%−9.1%12.2%$620M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SDVY 2017 · FMTM 2025 · OSCV 2018

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SMID Cap Rising Dividend Achievers ETF · $11.4B$15,495

SDVY

FMTM

MarketDesk Focused U.S. Momentum ETF · $266M[…]

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

SDVYMeasureFMTM

+10.2%Year to dateJan 1 → Nov 6+14.1%

+12.5%1 yearTotal return+15.5%

+17.4%3 years · per year$10,000 became $16,189 · […][…]

+9.2%5 years · per year$10,000 became $15,495 · […][…]

0.58%Expense ratio$58 · $45 a year on $10k · lower is better0.45%

1.00%Trailing 12-mo yield$100 · $26 a year on $10k0.26%

−9.5%Worst dropSmaller is better−16.0%

14.5%VolatilityLower is calmer27.2%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDVY vs FMTM: Top 5 Holdings

Today

SDVY

5.5%in top 5

FMTM

in top 518.0%

SDVYStockFMTM

not top 5MCK3.7%

not top 5TTEK3.6%

not top 5PSA3.6%

not top 5CBC3.6%

not top 5RNR3.6%

1.2%IPARnot top 5

1.1%THGnot top 5

1.1%WSMnot top 5

1.1%YOUnot top 5

1.1%AIZnot top 5

Held in common4.4%

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

SDVY vs FMTM Returns, Every Period

First TrustSDVY

+12.5%

past year

FMTMMarketDesk

+15.5%

past year

SDVYFMTMFaded: behind in that period

0–2FMTM wins

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

Income vs Stocks: SDVY vs OSCV

YTD

First TrustSDVY

+10.2%

OSCVAptus

+10.1%

+10.2%Year to date+10.1%

−9.5%Worst drop · 1Y−9.1%

14.5%Volatility · 1Y12.2%

1.0%Yield1.1%

$11.4BAssets$620M

3–1OSCV wins

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

Cost, Income and Risk

Fees: SDVY, FMTM, OSCV

Today

0.45%lowest, FMTM

FundExpense ratioFee$10k

FMTM0.45%$45

SDVY0.58%$58

OSCV0.79%$79

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

Yields: SDVY, FMTM, OSCV

1.14%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.14%$114

SDVY1.00%$100

FMTM0.26%$26

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

Income After Fees on $10,000

$42most kept, SDVY

SDVY$100 − $58 = $42

OSCV$114 − $79 = $35

FMTM$26 − $45 = −$19

KeptFee

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

Overlap: SDVY, FMTM, OSCV

Today

10.1%most shared, SDVY and OSCV

SDVYFMTMOSCV

SDVY—4.4%10.1%

FMTM4.4%—3.4%

OSCV10.1%3.4%—

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

Return vs Bumpiness: 3 ETFs

+15.5%FMTM, at 27.2% volatility

OSCVWorst drop−9.1%12.2% vol

SDVYWorst drop−9.5%14.5% vol

FMTMWorst drop−16.0%27.2% vol

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

Paid More vs Made More

YTD

OSCVFMTM

+10.1%Year to date+14.1%

1.1%Yield0.3%

+10.6%Past year+15.5%

0.79%Fee0.45%

3–1FMTM 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026