Compare · 3 funds side by side · dividends reinvested

SHRY, IALT and FTCS

SHRYFirst Trust×IALTiShares×FTCSFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,418SHRY · best of the three

02 / 04

SHRY, IALT and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.55%+15.3%+17.9%+18.8%+9.0%−7.6%13.3%$17M1.3

First Trust Capital Strength ETFUnsorted0.53%1.12%+11.9%+14.1%+13.4%+6.5%−8.1%11.7%$8.2B1.9

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+13.7%[…][…][…][…][…]$7.8B2.7

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: SHRY 2017 · IALT 2025 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Bloomberg Shareholder Yield ETF · $17M$15,418

SHRY

IALT

iShares Systematic Alternatives Active ETF · $7.8B[…]

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

SHRYMeasureIALT

+15.3%Year to dateJan 1 → Nov 6+13.7%

+17.9%1 yearTotal return[…]

+18.8%3 years · per year$10,000 became $16,775 · […][…]

+9.0%5 years · per year$10,000 became $15,418 · […][…]

0.60%Expense ratio$60 · $99 a year on $10k · lower is better0.99%

1.55%Trailing 12-mo yield$155 · $39 a year on $10k0.39%

−7.6%Worst dropSmaller is better[…]

13.3%VolatilityLower is calmer[…]

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

3–0SHRY wins

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

More Ways to See the Pairs

SHRY vs IALT: Top 5 Holdings

Today

SHRY

19.6%in top 5

IALT

in top 54.7%

SHRYStockIALT

5.1%PYPLnot top 5

4.3%HIGnot top 5

3.6%PAYXnot top 5

3.4%UPSnot top 5

3.3%TMUSnot top 5

not top 5ADBE1.0%

not top 5TD.TO1.0%

not top 5GS0.9%

not top 5SHEL.L0.9%

not top 5NEM0.9%

Held in common9.8%

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

SHRY vs IALT Returns, Every Period

First TrustSHRY

+17.9%

past year

IALTiShares

[…]

past year

SHRYIALTFaded: behind in that period

1–0SHRY wins

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

SHRY vs FTCS

YTD

First TrustSHRY

+15.3%

FTCSFirst Trust

+11.9%

+15.3%Year to date+11.9%

−7.6%Worst drop · 1Y−8.1%

13.3%Volatility · 1Y11.7%

1.6%Yield1.1%

$17.3MAssets$8.2B

3–1SHRY wins

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

Cost, Income and Risk

Fees: SHRY, IALT, FTCS

Today

0.53%lowest, FTCS

FundExpense ratioFee$10k

FTCS0.53%$53

SHRY0.60%$60

IALT0.99%$99

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

Yields: SHRY, IALT, FTCS

1.55%highest, SHRY

FundTrailing yieldYield$10k

SHRY1.55%$155

FTCS1.12%$112

IALT0.39%$39

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

Income After Fees on $10,000

$95most kept, SHRY

SHRY$155 − $60 = $95

FTCS$112 − $53 = $59

IALT$39 − $99 = −$60

KeptFee

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

Overlap: SHRY, IALT, FTCS

Today

21.1%most shared, SHRY and FTCS

SHRYIALTFTCS

SHRY—9.8%21.1%

IALT9.8%—6.1%

FTCS21.1%6.1%—

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

Return vs Bumpiness: 3 ETFs

+17.9%SHRY, at 13.3% volatility

FTCSWorst drop−8.1%11.7% vol

SHRYWorst drop−7.6%13.3% vol

IALTWorst drop[…][…]

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

Paid More vs Made More

YTD

SHRYIALT

+15.3%Year to date+13.7%

1.6%Yield0.4%

+17.9%Past year[…]

0.60%Fee0.99%

3–0SHRY 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