Compare · 2 funds side by side · dividends reinvested

WEEI and FTHI

WEEIWestwood×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 / 04

WEEI and FTHI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.05%+6.6%+7.3%+15.4%+10.2%−5.5%9.5%$2.5B1.4

Westwood Salient Enhanced Energy Income ETFIncome · Covered calls0.85%10.93%+27.8%+32.7%[…][…]−10.3%15.8%$116M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: WEEI 2024 · FTHI 2014

Head to Head

Swap sides Versus in desk

Head to Head

Westwood Salient Enhanced Energy Income ETF · $116M[…]

WEEI

FTHI

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

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

WEEIMeasureFTHI

+27.8%Year to dateJan 1 → Nov 4+6.6%

+32.7%1 yearTotal return+7.3%

[…]3 years · per year$10,000 became […] · $15,375+15.4%

[…]5 years · per year$10,000 became […] · $16,274+10.2%

0.85%Expense ratio$85 · $75 a year on $10k · lower is better0.75%

10.93%Trailing 12-mo yield$1,093 · $905 a year on $10k9.05%

−10.3%Worst dropSmaller is better−5.5%

15.8%VolatilityLower is calmer9.5%

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

3–3Level

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

More Ways to See the Pairs

WEEI vs FTHI: Top 5 Holdings

Today

WEEI

57.8%in top 5

FTHI

in top 522.9%

WEEIStockFTHI

24.6%XOMnot top 5

16.0%CVXnot top 5

not top 5AAPL7.9%

6.7%COPnot top 5

not top 5NVDA6.6%

5.6%VLOnot top 5

4.9%PSXnot top 5

not top 5MSFT3.2%

not top 5JPM2.7%

not top 5AMZN2.6%

Held in common2.3%

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

WEEI vs FTHI Returns, Every Period

WestwoodWEEI

+32.7%

past year

FTHIFirst Trust

+7.3%

past year

WEEIFTHIFaded: behind in that period

2–0WEEI wins

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

WEEI vs FTHI

YTD

WestwoodWEEI

+27.8%

FTHIFirst Trust

+6.6%

+27.8%Year to date+6.6%

−10.3%Worst drop · 1Y−5.5%

15.8%Volatility · 1Y9.5%

10.9%Yield9.0%

$116MAssets$2.5B

2–2level

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

Cost, Income and Risk

Fees: WEEI, FTHI

Today

0.75%lowest, FTHI

FundExpense ratioFee$10k

FTHI0.75%$75

WEEI0.85%$85

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

Yields: WEEI, FTHI

10.93%highest, WEEI

FundTrailing yieldYield$10k

WEEI10.93%$1,093

FTHI9.05%$905

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

Income After Fees on $10,000

$1,008most kept, WEEI

WEEI$1,093 − $85 = $1,008

FTHI$905 − $75 = $830

KeptFee

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

Overlap: WEEI, FTHI

Today

2.3%most shared, WEEI and FTHI

WEEIFTHI

WEEI—2.3%

FTHI2.3%—

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

Return vs Bumpiness: 2 ETFs

+32.7%WEEI, at 15.8% volatility

FTHIWorst drop−5.5%9.5% vol

WEEIWorst drop−10.3%15.8% vol

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

Paid More vs Made More

YTD

WEEIFTHI

+27.8%Year to date+6.6%

10.9%Yield9.0%

+32.7%Past year+7.3%

0.85%Fee0.75%

3–1WEEI wins

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