Compare · 2 funds side by side · dividends reinvested

UCON and SMTH

UCONFirst Trust×SMTHALPS×

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 SMTH, 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

ALPS Funds Smith Core Plus Bond ETFBonds & Cash · Core aggregate0.59%4.42%−0.4%+0.0%[…][…]−4.6%3.9%$3.7B1.7

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 · SMTH 2023

Head to Head

Swap sides Versus in desk

Head to Head

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

UCON

SMTH

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

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

UCONMeasureSMTH

−0.5%Year to dateJan 1 → Nov 4−0.4%

+0.3%1 yearTotal return+0.0%

+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 · $59 a year on $10k · lower is better0.59%

4.77%Trailing 12-mo yield$477 · $442 a year on $10k4.42%

−3.6%Worst dropSmaller is better−4.6%

3.3%VolatilityLower is calmer3.9%

UCONSMTH 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 SMTH: Top 5 Holdings

Today

UCON

0.3%in top 5

SMTH

in top 50.1%

UCONStockSMTH

0.2%XELLLnot top 5

0.1%JXN-PA0.1%

Held in common0.1%

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

UCON vs SMTH Returns, Every Period

First TrustUCON

+0.3%

past year

SMTHALPS

+0.0%

past year

UCONSMTHFaded: behind in that period

1–1Level

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

UCON vs SMTH

YTD

First TrustUCON

−0.5%

SMTHALPS

−0.4%

−0.5%Year to date−0.4%

−3.6%Worst drop · 1Y−4.6%

3.3%Volatility · 1Y3.9%

4.8%Yield4.4%

$3.1BAssets$3.7B

3–1UCON wins

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

Cost, Income and Risk

Fees: UCON, SMTH

Today

0.59%lowest, SMTH

FundExpense ratioFee$10k

SMTH0.59%$59

UCON0.86%$86

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

Yields: UCON, SMTH

4.77%highest, UCON

FundTrailing yieldYield$10k

UCON4.77%$477

SMTH4.42%$442

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

Income After Fees on $10,000

$391most kept, UCON

UCON$477 − $86 = $391

SMTH$442 − $59 = $383

KeptFee

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

Overlap: UCON, SMTH

Today

0.1%most shared, UCON and SMTH

UCONSMTH

UCON—0.1%

SMTH0.1%—

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

Return vs Bumpiness: 2 ETFs

+0.3%UCON, at 3.3% volatility

UCONWorst drop−3.6%3.3% vol

SMTHWorst drop−4.6%3.9% vol

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

Paid More vs Made More

YTD

UCONSMTH

−0.5%Year to date−0.4%

4.8%Yield4.4%

+0.3%Past year+0.0%

0.86%Fee0.59%

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%

$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