CTEF vs FTHI

ACTEF

BFTHI

Measures won1–3FTHI wins · of 6 · 5Y

$10,000 · 5Y$16,274FTHI

Lowest cost0.45%CTEF · $45 on $10k

Most income9.05%FTHI · $905 on $10k

Smallest drop−5.5%FTHI · worst fall in 1Y

Held in common9.9%CTEF and FTHI

CTEF

FTHI

EA Series Trust - Castellan Targeted Equity ETF · $614MFirst Trust BuyWrite Income ETF · $2.5B

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

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

0.45%Expense ratio$45 · $75 on $10k · lower wins0.75%

0.06%12-mo yield$6 · $905 on $10k9.05%

−15.0%Worst dropSmaller wins−5.5%

24.0%VolatilityLower wins9.5%

1–3FTHI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCTEF · FTHI

4.4%NVDA6.6%

3.0%MSFT3.2%

4.7%FTNT1.0%

4.1%MU1.0%

Held in common9.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.05%	+0.7%	+6.6%	+7.3%	+15.4%	+10.2%	−5.5%	$2.5B
2	ACTEF	EA Series Trust - Castellan Targeted Equity ETFRead Desk		0.45%	0.06%	+0.7%	+22.6%	+23.1%	new	new	−15.0%	$614M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.05%	+0.7%	+6.6%	+7.3%	+15.4%	+10.2%	−5.5%	$2.5B
2	ACTEF	EA Series Trust - Castellan Targeted Equity ETFRead Desk		0.45%	0.06%	+0.7%	+22.6%	+23.1%	new	new	−15.0%	$614M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CTEF vs FTHI

CTEF

EA Series Trust - Castellan Targeted Equity

[…]

FTHI

First Trust BuyWrite Income

$16,274

MeasureCTEFFTHI

Fee0.45%0.75%

Cost on $10k a year$45$75

Yield0.06%9.05%

5 years, per year[…]+10.2%

3 years, per year[…]+15.4%

Worst drop · 1Y−15.0%−5.5%

Volatility · 1Y24.0%9.5%

3–1measures won
FTHI first

9.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: CTEF, FTHI

Today

9.9%most shared, CTEF and FTHI

CTEFFTHI

CTEF—9.9%

FTHI9.9%—

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

Income After Fees on $10,000

$830most kept, FTHI

FTHI$905 − $75 = $830

CTEF$6 − $45 = −$39

KeptFee

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