Compare · 2 funds side by side · dividends reinvested

THOR and FTHI

THORThornburg×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 / 03

THOR and FTHI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.11%+5.8%+6.7%+15.6%+9.9%−5.5%9.5%$2.5B1.0

Thornburg Premium Income Builder ETFIncome · Covered calls0.79%0.42%[…][…][…][…][…][…]$52M2.0

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: THOR 2026 · FTHI 2014

Head to Head

Swap sides Versus in desk

Head to Head

Thornburg Premium Income Builder ETF · $52M[…]

THOR

FTHI

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

$10,000 five years ago, dividends reinvested · they hold 6.5% in common

THORMeasureFTHI

[…]Year to dateJan 1 → Nov 4+5.8%

[…]1 yearTotal return+6.7%

[…]3 years · per year$10,000 became […] · $15,432+15.6%

[…]5 years · per year$10,000 became […] · $16,018+9.9%

0.79%Expense ratio$79 · $75 a year on $10k · lower is better0.75%

0.42%Trailing 12-mo yield$42 · $911 a year on $10k9.11%

[…]Worst dropSmaller is better−5.5%

[…]VolatilityLower is calmer9.5%

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

0–2FTHI wins

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

More Ways to See the Pairs

THOR vs FTHI: Top 5 Holdings

Today

THOR

16.1%in top 5

FTHI

in top 522.9%

THORStockFTHI

not top 5AAPL7.9%

not top 5NVDA6.6%

5.1%5176177not top 5

3.3%7144569not top 5

not top 5MSFT3.2%

2.7%KMBnot top 5

not top 5JPM2.7%

2.6%AVGOnot top 5

not top 5AMZN2.6%

2.4%7309681not top 5

Held in common6.5%

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

THOR vs FTHI Returns, Every Period

ThornburgTHOR

[…]

past year

FTHIFirst Trust

+6.7%

past year

Returns […]

THORFTHIFaded: behind in that period

0–0Level

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

THOR vs FTHI

YTD

ThornburgTHOR

[…]

FTHIFirst Trust

+5.8%

[…]Year to date+5.8%

[…]Worst drop · 1Y−5.5%

[…]Volatility · 1Y9.5%

0.4%Yield9.1%

$51.6MAssets$2.5B

1–0FTHI wins

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

Cost, Income and Risk

Fees: THOR, FTHI

Today

0.75%lowest, FTHI

FundExpense ratioFee$10k

FTHI0.75%$75

THOR0.79%$79

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

Yields: THOR, FTHI

9.11%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.11%$911

THOR0.42%$42

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

Income After Fees on $10,000

$836most kept, FTHI

FTHI$911 − $75 = $836

THOR$42 − $79 = −$37

KeptFee

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

Overlap: THOR, FTHI

Today

6.5%most shared, THOR and FTHI

THORFTHI

THOR—6.5%

FTHI6.5%—

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

Return vs Bumpiness: 2 ETFs

+6.7%FTHI, at 9.5% volatility

FTHIWorst drop−5.5%9.5% vol

THORWorst drop[…][…]

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

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026