Compare · 2 funds side by side · dividends reinvested

TOS and FTCS

TOSTwin Oak×FTCSFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,686FTCS · best of the two

02 / 03

TOS and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Capital Strength ETFUnsorted0.53%1.12%+11.9%+14.1%+13.4%+6.5%−8.1%11.7%$8.2B1.1

Twin Oak Strategic Solutions ETFUnsorted0.36%0.00%[…][…][…][…][…][…]$135M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: TOS 2026 · FTCS 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Capital Strength ETF · $8.2B$13,686

FTCS

TOS

Twin Oak Strategic Solutions ETF · $135M[…]

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

FTCSMeasureTOS

+11.9%Year to dateJan 1 → Nov 6[…]

+14.1%1 yearTotal return[…]

+13.4%3 years · per year$10,000 became $14,567 · […][…]

+6.5%5 years · per year$10,000 became $13,686 · […][…]

0.53%Expense ratio$53 · $36 a year on $10k · lower is better0.36%

1.12%Trailing 12-mo yield$112 · $0 a year on $10k0.00%

−8.1%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

FTCS vs TOS: Top 5 Holdings

Today

FTCS

10.9%in top 5

TOS

in top 546.2%

FTCSStockTOS

not top 5AMZN9.9%

not top 5DISV9.7%

not top 5ASML9.3%

not top 5NVDA9.2%

not top 5TSM8.2%

2.2%VLTOnot top 5

2.2%PPGnot top 5

2.2%MMMnot top 5

2.2%HDnot top 5

2.1%MRSHnot top 5

Held in common4.5%

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

FTCS vs TOS Returns, Every Period

First TrustFTCS

+14.1%

past year

TOSTwin Oak

[…]

past year

Returns […]

FTCSTOSFaded: behind in that period

0–0Level

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

FTCS vs TOS

YTD

First TrustFTCS

+11.9%

TOSTwin Oak

[…]

+11.9%Year to date[…]

−8.1%Worst drop · 1Y[…]

11.7%Volatility · 1Y[…]

1.1%Yield0.0%

$8.2BAssets$135M

1–0FTCS wins

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

Cost, Income and Risk

Fees: TOS, FTCS

Today

0.36%lowest, TOS

FundExpense ratioFee$10k

TOS0.36%$36

FTCS0.53%$53

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

Yields: TOS, FTCS

1.12%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.12%$112

TOS0.00%$0

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

Income After Fees on $10,000

$59most kept, FTCS

FTCS$112 − $53 = $59

TOS$0 − $36 = −$36

KeptFee

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

Overlap: TOS, FTCS

Today

4.5%most shared, TOS and FTCS

TOSFTCS

TOS—4.5%

FTCS4.5%—

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

Return vs Bumpiness: 2 ETFs

+14.1%FTCS, at 11.7% volatility

FTCSWorst drop−8.1%11.7% vol

TOSWorst drop[…][…]

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

Popular Pairs Near These Two

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