Compare · 2 funds side by side · dividends reinvested

SRHR and FTHI

SRHRSRH×FTHIFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,274FTHI · best of the two

02 / 04

SRHR and FTHI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.05%+6.6%+7.3%+15.4%+10.2%−5.5%9.5%$2.5B1.3

SRH REIT Covered Call ETFIncome · Covered calls0.75%6.47%+13.0%+13.9%[…][…]−12.3%13.7%$50M1.5

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: SRHR 2023 · FTHI 2014

Head to Head

Swap sides Versus in desk

Head to Head

SRH REIT Covered Call ETF · $50M[…]

SRHR

FTHI

First Trust BuyWrite Income ETF · $2.5B$16,274

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SRHRMeasureFTHI

+13.0%Year to dateJan 1 → Nov 4+6.6%

+13.9%1 yearTotal return+7.3%

[…]3 years · per year$10,000 became […] · $15,375+15.4%

[…]5 years · per year$10,000 became […] · $16,274+10.2%

0.75%Expense ratio$75 · $75 a year on $10k · lower is better0.75%

6.47%Trailing 12-mo yield$647 · $905 a year on $10k9.05%

−12.3%Worst dropSmaller is better−5.5%

13.7%VolatilityLower is calmer9.5%

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

2–3FTHI wins

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

More Ways to See the Pairs

SRHR vs FTHI: Top 5 Holdings

Today

SRHR

34.7%in top 5

FTHI

in top 522.9%

SRHRStockFTHI

10.7%LAMRnot top 5

not top 5AAPL7.9%

not top 5NVDA6.6%

6.6%Onot top 5

6.3%OHInot top 5

5.6%DOCnot top 5

5.5%WPCnot top 5

not top 5MSFT3.2%

not top 5JPM2.7%

not top 5AMZN2.6%

Held in common0.2%

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

SRHR vs FTHI Returns, Every Period

SRHSRHR

+13.9%

past year

FTHIFirst Trust

+7.3%

past year

SRHRFTHIFaded: behind in that period

2–0SRHR wins

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

SRHR vs FTHI

YTD

SRHSRHR

+13.0%

FTHIFirst Trust

+6.6%

+13.0%Year to date+6.6%

−12.3%Worst drop · 1Y−5.5%

13.7%Volatility · 1Y9.5%

6.5%Yield9.0%

$50.0MAssets$2.5B

3–1FTHI wins

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

Cost, Income and Risk

Fees: SRHR, FTHI

Today

0.75%lowest, SRHR

FundExpense ratioFee$10k

SRHR0.75%$75

FTHI0.75%$75

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

Yields: SRHR, FTHI

9.05%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.05%$905

SRHR6.47%$647

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

Income After Fees on $10,000

$830most kept, FTHI

FTHI$905 − $75 = $830

SRHR$647 − $75 = $572

KeptFee

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

Overlap: SRHR, FTHI

Today

0.2%most shared, SRHR and FTHI

SRHRFTHI

SRHR—0.2%

FTHI0.2%—

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

Return vs Bumpiness: 2 ETFs

+13.9%SRHR, at 13.7% volatility

FTHIWorst drop−5.5%9.5% vol

SRHRWorst drop−12.3%13.7% vol

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

Paid More vs Made More

YTD

FTHISRHR

+6.6%Year to date+13.0%

9.0%Yield6.5%

+7.3%Past year+13.9%

0.75%Fee0.75%

2–1SRHR 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