Compare · 2 funds side by side · dividends reinvested

UCON and SMTH

UCONFirst Trust×SMTHALPS×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,214UCON · best of the two

Story of the two · IncomeMost incomeUCON · 4.81% · $481 a year on $10k

Story of the two · RiskSmallest drop

UCON and SMTH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Smith Unconstrained Bond ETFBonds & Cash · Other bonds0.86%4.81%−1.3%−0.8%+4.9%+2.3%−3.6%3.4%$3.1B1.1

ALPS Funds Smith Core Plus Bond ETFBonds & Cash · Core aggregate0.59%4.47%−1.5%−1.4%[…][…]−4.6%4.0%$3.7B1.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: UCON 2018 · SMTH 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Smith Unconstrained Bond ETF · $3.1B$11,214

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

−1.3%

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 12, 2026 · share of each fund

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 12, 2026 · fee on $10,000 a year

Yields: UCON, SMTH

1Y

4.81%highest, UCON

FundTrailing yield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

−1.5%

−0.8%1 yearTotal return−1.4%

+4.9%3 years · per year$10,000 became $11,528 · […][…]

+2.3%5 years · per year$10,000 became $11,214 · […][…]

0.86%Expense ratio$86 · $59 a year on $10k · lower is better0.59%

4.81%Trailing 12-mo yield$481 · $447 a year on $10k4.47%

−3.6%Worst dropSmaller is better−4.6%

3.4%VolatilityLower is calmer4.0%

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

5–1UCON wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

UCON vs SMTH Returns, Every Period

1Y

First TrustUCON

−0.8%

past year

SMTHALPS

−1.4%

past year

UCONSMTHFaded: behind in that period

2–0UCON wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

UCON vs SMTH

YTD

First TrustUCON

−1.3%

SMTHALPS

−1.5%

−1.3%Year to date−1.5%

−3.6%Worst drop · 1Y−4.6%

3.4%Volatility · 1Y4.0%

4.8%Yield4.5%

$3.1BAssets$3.7B

4–0UCON wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

UCON4.81%$481

SMTH4.47%$447

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

Income After Fees on $10,000

1Y

$395most kept, UCON

UCON$481 − $86 = $395

SMTH$447 − $59 = $388

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

−0.8%UCON, at 3.4% volatility

UCONWorst drop−3.6%3.4% vol

SMTHWorst drop−4.6%4.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

UCONSMTH

−1.3%Year to date−1.5%

4.8%Yield4.5%

−0.8%Past year−1.4%

0.86%Fee0.59%

3–1UCON wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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UCON and SMTH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two