Compare · 2 funds side by side · dividends reinvested

SHRY and FTCS

SHRYFirst Trust×FTCSFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,646SHRY · best of the two

02 / 04

SHRY and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.53%+16.9%+20.4%+19.5%+9.4%−7.6%13.3%$17M1.3

First Trust Capital Strength ETFUnsorted0.53%1.10%+13.2%+15.4%+14.0%+6.8%−8.1%11.6%$8.0B1.8

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: SHRY 2017 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Bloomberg Shareholder Yield ETF · $17M$15,646

SHRY

FTCS

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

$10,000 five years ago, dividends reinvested · they hold 21.0% in common

SHRYMeasureFTCS

+16.9%Year to dateJan 1 → Nov 5+13.2%

+20.4%1 yearTotal return+15.4%

+19.5%3 years · per year$10,000 became $17,056 · $14,831+14.0%

+9.4%5 years · per year$10,000 became $15,646 · $13,882+6.8%

0.60%Expense ratio$60 · $53 a year on $10k · lower is better0.53%

1.53%Trailing 12-mo yield$153 · $110 a year on $10k1.10%

−7.6%Worst dropSmaller is better−8.1%

13.3%VolatilityLower is calmer11.6%

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

6–2SHRY wins

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

More Ways to See the Pairs

SHRY vs FTCS: Top 5 Holdings

Today

SHRY

19.5%in top 5

FTCS

in top 510.9%

SHRYStockFTCS

5.1%PYPLnot top 5

4.2%HIGnot top 5

3.5%PAYXnot top 5

3.4%UPSnot top 5

3.4%EXPEnot top 5

not top 5PPG2.2%

not top 5MMM2.2%

not top 5VLTO2.2%

not top 5HD2.1%

not top 5CINF2.1%

Held in common21.0%

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

SHRY vs FTCS Returns, Every Period

First TrustSHRY

+9.4%

5 years, per year

FTCSFirst Trust

+6.8%

5 years, per year

SHRYFTCSFaded: behind in that period

4–0SHRY wins

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

SHRY vs FTCS

YTD

First TrustSHRY

+16.9%

FTCSFirst Trust

+13.2%

+16.9%Year to date+13.2%

−7.6%Worst drop · 1Y−8.1%

13.3%Volatility · 1Y11.6%

1.5%Yield1.1%

$16.9MAssets$8.0B

3–1SHRY wins

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

Cost, Income and Risk

Fees: SHRY, FTCS

Today

0.53%lowest, FTCS

FundExpense ratioFee$10k

FTCS0.53%$53

SHRY0.60%$60

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

Yields: SHRY, FTCS

1.53%highest, SHRY

FundTrailing yieldYield$10k

SHRY1.53%$153

FTCS1.10%$110

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

Income After Fees on $10,000

$93most kept, SHRY

SHRY$153 − $60 = $93

FTCS$110 − $53 = $57

KeptFee

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

Overlap: SHRY, FTCS

Today

21.0%most shared, SHRY and FTCS

SHRYFTCS

SHRY—21.0%

FTCS21.0%—

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

Return vs Bumpiness: 2 ETFs

+20.4%SHRY, at 13.3% volatility

FTCSWorst drop−8.1%11.6% vol

SHRYWorst drop−7.6%13.3% vol

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

Paid More vs Made More

YTD

SHRYFTCS

+16.9%Year to date+13.2%

1.5%Yield1.1%

+20.4%Past year+15.4%

0.60%Fee0.53%

3–1SHRY wins

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