Compare · 2 funds side by side · dividends reinvested

UCON and RSBY

UCONFirst Trust×RSBYReturn Stacked×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,318UCON · best of the two

02 / 04

UCON and RSBY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Smith Unconstrained Bond ETFBonds & Cash · Other bonds0.86%4.77%−0.5%+0.3%+5.6%+2.5%−3.6%3.3%$3.1B1.3

Return Stacked Bonds & Futures Yield ETFBonds & Cash · Other bonds1.01%1.78%+16.2%+11.8%[…][…]−6.5%11.6%$46M1.7

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: UCON 2018 · RSBY 2024

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Unconstrained Bond ETF · $3.1B$11,318

UCON

RSBY

Return Stacked Bonds & Futures Yield ETF · $46M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UCONMeasureRSBY

−0.5%Year to dateJan 1 → Nov 4+16.2%

+0.3%1 yearTotal return+11.8%

+5.6%3 years · per year$10,000 became $11,782 · […][…]

+2.5%5 years · per year$10,000 became $11,318 · […][…]

0.86%Expense ratio$86 · $101 a year on $10k · lower is better1.01%

4.77%Trailing 12-mo yield$477 · $178 a year on $10k1.78%

−3.6%Worst dropSmaller is better−6.5%

3.3%VolatilityLower is calmer11.6%

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

4–2UCON wins

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

More Ways to See the Pairs

UCON vs RSBY: Top 5 Holdings

Today

UCON

0.3%in top 5

RSBY

in top 548.3%

UCONStockRSBY

not top 5IUSB48.3%

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common0.0%

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

UCON vs RSBY Returns, Every Period

First TrustUCON

+0.3%

past year

RSBYReturn Stacked

+11.8%

past year

UCONRSBYFaded: behind in that period

0–2RSBY wins

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

UCON vs RSBY

YTD

First TrustUCON

−0.5%

RSBYReturn Stacked

+16.2%

−0.5%Year to date+16.2%

−3.6%Worst drop · 1Y−6.5%

3.3%Volatility · 1Y11.6%

4.8%Yield1.8%

$3.1BAssets$46.4M

3–1UCON wins

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

Cost, Income and Risk

Fees: UCON, RSBY

Today

0.86%lowest, UCON

FundExpense ratioFee$10k

UCON0.86%$86

RSBY1.01%$101

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

Yields: UCON, RSBY

4.77%highest, UCON

FundTrailing yieldYield$10k

UCON4.77%$477

RSBY1.78%$178

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

Income After Fees on $10,000

$391most kept, UCON

UCON$477 − $86 = $391

RSBY$178 − $101 = $77

KeptFee

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

Overlap: UCON, RSBY

Today

0.0%most shared, UCON and RSBY

UCONRSBY

UCON—0.0%

RSBY0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.8%RSBY, at 11.6% volatility

UCONWorst drop−3.6%3.3% vol

RSBYWorst drop−6.5%11.6% vol

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

Paid More vs Made More

YTD

UCONRSBY

−0.5%Year to date+16.2%

4.8%Yield1.8%

+0.3%Past year+11.8%

0.86%Fee1.01%

2–2level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026