Compare · 2 funds side by side · dividends reinvested

YLDW and FTHI

YLDWWestwood×FTHIFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,675FTHI · best of the two

02 / 03

YLDW 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%$2.5B1.0

Westwood Enhanced Income Opportunity ETFIncome · Covered calls0.79%6.84%+6.3%[…][…][…][…][…]$42M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: YLDW 2025 · FTHI 2014

Head to Head

Swap sides Versus in desk

Head to Head

Westwood Enhanced Income Opportunity ETF · $42M[…]

YLDW

FTHI

First Trust BuyWrite Income ETF · $2.5B$15,675

$10,000 five years ago, dividends reinvested · they hold 27.4% in common

YLDWMeasureFTHI

+6.3%Year to dateJan 1 → Nov 5+6.6%

[…]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%

0.79%Expense ratio$79 · $75 a year on $10k · lower is better0.75%

6.84%Trailing 12-mo yield$684 · $905 a year on $10k9.05%

[…]Worst dropSmaller is better−5.5%

[…]VolatilityLower is calmer9.5%

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

0–3FTHI wins

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

More Ways to See the Pairs

YLDW vs FTHI: Top 5 Holdings

Today

YLDW

17.3%in top 5

FTHI

in top 523.4%

YLDWStockFTHI

3.1%AAPL8.2%

not top 5NVDA6.3%

4.5%GILDnot top 5

3.5%MSFT3.4%

3.4%MRKnot top 5

2.7%JPM2.7%

not top 5AMZN2.7%

Held in common27.4%

End-of-day Nov 5, 2026 · share of each fund

YLDW vs FTHI Returns, Every Period

WestwoodYLDW

[…]

past year

FTHIFirst Trust

+7.3%

past year

YLDWFTHIFaded: behind in that period

0–1FTHI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

YLDW vs FTHI

YTD

WestwoodYLDW

+6.3%

FTHIFirst Trust

+6.6%

+6.3%Year to date+6.6%

[…]Worst drop · 1Y−5.5%

[…]Volatility · 1Y9.5%

6.8%Yield9.0%

$42.1MAssets$2.5B

2–0FTHI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: YLDW, FTHI

Today

0.75%lowest, FTHI

FundExpense ratioFee$10k

FTHI0.75%$75

YLDW0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: YLDW, FTHI

9.05%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.05%$905

YLDW6.84%$684

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$830most kept, FTHI

FTHI$905 − $75 = $830

YLDW$684 − $79 = $605

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: YLDW, FTHI

Today

27.4%most shared, YLDW and FTHI

YLDWFTHI

YLDW—27.4%

FTHI27.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.3%FTHI, at 9.5% volatility

FTHIWorst drop−5.5%9.5% vol

YLDWWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FTHIYLDW

+6.6%Year to date+6.3%

9.0%Yield6.8%

+7.3%Past year[…]

0.75%Fee0.79%

3–0FTHI wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026