Compare · 2 funds side by side · dividends reinvested

SHRY and LFGY

SHRYFirst Trust×LFGYYieldMax×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,137SHRY · best of the two

02 / 04

SHRY and LFGY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.50%+19.3%+22.5%+20.7%+10.0%−7.6%13.1%$17M1.1

YieldMax Crypto Industry & Tech Portfolio Option Income ETFThematic Income · A basket1.02%83.09%−6.8%−26.4%[…][…]−33.8%43.2%$61M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SHRY 2017 · LFGY 2025

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Bloomberg Shareholder Yield ETF · $17M$16,137

SHRY

LFGY

YieldMax Crypto Industry & Tech Portfolio Option Income ETF · $61M[…]

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

SHRYMeasureLFGY

+19.3%Year to dateJan 1 → Nov 4−6.8%

+22.5%1 yearTotal return−26.4%

+20.7%3 years · per year$10,000 became $17,576 · […][…]

+10.0%5 years · per year$10,000 became $16,137 · […][…]

0.60%Expense ratio$60 · $102 a year on $10k · lower is better1.02%

1.50%Trailing 12-mo yield$150 · $8,309 a year on $10k83.09%

−7.6%Worst dropSmaller is better−33.8%

13.1%VolatilityLower is calmer43.2%

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

5–1SHRY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHRY vs LFGY: Top 5 Holdings

Today

SHRY

19.4%in top 5

LFGY

in top 528.5%

SHRYStockLFGY

not top 5XYZ6.7%

not top 5NVDA6.6%

not top 5OPRA5.4%

5.0%PYPL4.9%

not top 5MSTR4.9%

4.2%HIGnot top 5

3.5%PAYXnot top 5

3.4%METnot top 5

3.3%UPSnot top 5

Held in common5.1%

End-of-day Nov 4, 2026 · share of each fund

SHRY vs LFGY Returns, Every Period

First TrustSHRY

+22.5%

past year

LFGYYieldMax

−26.4%

past year

SHRYLFGYFaded: behind in that period

2–0SHRY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SHRY vs LFGY

YTD

First TrustSHRY

+19.3%

LFGYYieldMax

−6.8%

+19.3%Year to date−6.8%

−7.6%Worst drop · 1Y−33.8%

13.1%Volatility · 1Y43.2%

1.5%Yield83.1%

$17.0MAssets$61.3M

3–1SHRY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHRY, LFGY

Today

0.60%lowest, SHRY

FundExpense ratioFee$10k

SHRY0.60%$60

LFGY1.02%$102

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SHRY, LFGY

83.09%highest, LFGY

FundTrailing yieldYield$10k

LFGY83.09%$8,309

SHRY1.50%$150

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8,207most kept, LFGY

LFGY$8,309 − $102 = $8,207

SHRY$150 − $60 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SHRY, LFGY

Today

5.1%most shared, SHRY and LFGY

SHRYLFGY

SHRY—5.1%

LFGY5.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.5%SHRY, at 13.1% volatility

SHRYWorst drop−7.6%13.1% vol

LFGYWorst drop−33.8%43.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LFGYSHRY

−6.8%Year to date+19.3%

83.1%Yield1.5%

−26.4%Past year+22.5%

1.02%Fee0.60%

3–1SHRY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026