Compare · 2 funds side by side · dividends reinvested

SMTH and FIXD

SMTHALPS×FIXDFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,628FIXD · best of the two

02 / 04

SMTH and FIXD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Funds Smith Core Plus Bond ETFBonds & Cash · Core aggregate0.59%4.41%−0.2%+0.2%[…][…]−4.6%4.0%$3.7B1.2

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.82%−1.2%−0.8%+5.4%−0.8%−5.4%4.4%$2.8B1.6

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: SMTH 2023 · FIXD 2017

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Funds Smith Core Plus Bond ETF · $3.7B[…]

SMTH

FIXD

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,628

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SMTHMeasureFIXD

−0.2%Year to dateJan 1 → Nov 5−1.2%

+0.2%1 yearTotal return−0.8%

[…]3 years · per year$10,000 became […] · $11,721+5.4%

[…]5 years · per year$10,000 became […] · $9,628−0.8%

0.59%Expense ratio$59 · $65 a year on $10k · lower is better0.65%

4.41%Trailing 12-mo yield$441 · $482 a year on $10k4.82%

−4.6%Worst dropSmaller is better−5.4%

4.0%VolatilityLower is calmer4.4%

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

5–1SMTH wins

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

More Ways to See the Pairs

SMTH vs FIXD: Top 5 Holdings

Today

SMTH

0.1%in top 5

FIXD

in top 50.3%

SMTHStockFIXD

not top 5XELLL0.2%

0.1%JXN-PA0.1%

Held in common0.1%

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

SMTH vs FIXD Returns, Every Period

ALPSSMTH

+0.2%

past year

FIXDFirst Trust

−0.8%

past year

SMTHFIXDFaded: behind in that period

2–0SMTH wins

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

SMTH vs FIXD

YTD

ALPSSMTH

−0.2%

FIXDFirst Trust

−1.2%

−0.2%Year to date−1.2%

−4.6%Worst drop · 1Y−5.4%

4.0%Volatility · 1Y4.4%

4.4%Yield4.8%

$3.7BAssets$2.8B

3–1SMTH wins

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

Cost, Income and Risk

Fees: SMTH, FIXD

Today

0.59%lowest, SMTH

FundExpense ratioFee$10k

SMTH0.59%$59

FIXD0.65%$65

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

Yields: SMTH, FIXD

4.82%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.82%$482

SMTH4.41%$441

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

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

SMTH$441 − $59 = $382

KeptFee

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

Overlap: SMTH, FIXD

Today

0.1%most shared, SMTH and FIXD

SMTHFIXD

SMTH—0.1%

FIXD0.1%—

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

Return vs Bumpiness: 2 ETFs

+0.2%SMTH, at 4.0% volatility

SMTHWorst drop−4.6%4.0% vol

FIXDWorst drop−5.4%4.4% vol

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

Paid More vs Made More

YTD

FIXDSMTH

−1.2%Year to date−0.2%

4.8%Yield4.4%

−0.8%Past year+0.2%

0.65%Fee0.59%

3–1SMTH 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026