Compare · 3 funds side by side · dividends reinvested

SHRY, FTCS and TCAF

SHRYFirst Trust×FTCSFirst Trust×TCAFT. Rowe Price×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,492SHRY · best of the three

02 / 04

SHRY, FTCS and TCAF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.54%+16.5%+20.2%+18.4%+9.2%−7.6%13.3%$17M1.6

First Trust Capital Strength ETFUnsorted0.53%1.10%+13.8%+16.6%+13.3%+6.9%−8.1%11.8%$7.9B2.0

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: SHRY 2017 · FTCS 2006 · TCAF 2023

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Bloomberg Shareholder Yield ETF · $17M$15,492

SHRY

FTCS

First Trust Capital Strength ETF · $7.9B$13,941

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

SHRYMeasureFTCS

+16.5%Year to dateJan 1 → Nov 9+13.8%

+20.2%1 yearTotal return+16.6%

+18.4%3 years · per year$10,000 became $16,617 · $14,554+13.3%

+9.2%5 years · per year$10,000 became $15,492 · $13,941+6.9%

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

1.54%Trailing 12-mo yield$154 · $110 a year on $10k1.10%

−7.6%Worst dropSmaller is better−8.1%

13.3%VolatilityLower is calmer11.8%

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

6–2SHRY wins

End-of-day Nov 9, 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

19.7%in top 5

FTCS

in top 510.9%

SHRYStockFTCS

5.2%PYPLnot top 5

4.2%HIGnot top 5

3.5%PAYXnot top 5

3.4%TMUSnot top 5

3.3%UPSnot top 5

not top 5VLTO2.2%

not top 5PPG2.2%

not top 5MMM2.2%

not top 5HD2.1%

not top 5CINF2.1%

Held in common21.1%

End-of-day Nov 9, 2026 · share of each fund

SHRY vs FTCS Returns, Every Period

First TrustSHRY

+9.2%

5 years, per year

FTCSFirst Trust

+6.9%

5 years, per year

SHRYFTCSFaded: behind in that period

4–0SHRY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SHRY vs FTCS

YTD

First TrustSHRY

+16.5%

FTCSFirst Trust

+13.8%

+16.5%Year to date+13.8%

−7.6%Worst drop · 1Y−8.1%

13.3%Volatility · 1Y11.8%

1.5%Yield1.1%

$16.7MAssets$7.9B

3–1SHRY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHRY, FTCS, TCAF

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

FTCS0.53%$53

SHRY0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SHRY, FTCS, TCAF

1.54%highest, SHRY

FundTrailing yieldYield$10k

SHRY1.54%$154

FTCS1.10%$110

TCAF0.44%$44

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SHRY

SHRY$154 − $60 = $94

FTCS$110 − $53 = $57

TCAF$44 − $31 = $13

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SHRY, FTCS, TCAF

Today

21.1%most shared, SHRY and FTCS

SHRYFTCSTCAF

SHRY—21.1%1.1%

FTCS21.1%—4.4%

TCAF1.1%4.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.2%SHRY, at 13.3% volatility

FTCSWorst drop−8.1%11.8% vol

TCAFWorst drop−10.8%13.2% vol

SHRYWorst drop−7.6%13.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SHRYFTCS

+16.5%Year to date+13.8%

1.5%Yield1.1%

+20.2%Past year+16.6%

0.60%Fee0.53%

3–1SHRY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026