CTEF vs FTHI

ACTEF

BFTHI

Measures won1–3FTHI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FTHI $15,807

Lowest cost0.06%SCHD · $6 on $10k

Most income9.35%FTHI · $935 on $10k

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

Held in common9.5%CTEF and FTHI

CTEF

FTHI

EA Series Trust - Castellan Targeted Equity ETF · $582MFirst Trust BuyWrite Income ETF · $2.6B

[…]3 years · per year[…] · $14,669+13.6%

[…]5 years · per year[…] · $15,807+9.6%

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

0.07%12-mo yield$7 · $935 on $10k9.35%

−17.9%Worst dropSmaller wins−5.5%

24.5%VolatilityLower wins10.2%

1–3FTHI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCTEF · FTHI

4.0%NVDA6.0%

3.3%MSFT3.4%

4.7%FTNT1.0%

3.3%MU0.8%

Held in common9.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.35%	+0.4%	+3.1%	+4.2%	+13.6%	+9.6%	−5.5%	$2.6B
3	ACTEF	EA Series Trust - Castellan Targeted Equity ETFRead Desk	0.45%	0.07%	+0.4%	+16.4%	+17.5%	new	new	−17.9%	$582M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.35%	+0.4%	+3.1%	+4.2%	+13.6%	+9.6%	−5.5%	$2.6B
3	ACTEF	EA Series Trust - Castellan Targeted Equity ETFRead Desk	0.45%	0.07%	+0.4%	+16.4%	+17.5%	new	new	−17.9%	$582M

End-of-day Nov 6, 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

$15,807

MeasureCTEFFTHI

Fee0.45%0.75%

Cost on $10k a year$45$75

Yield0.07%9.35%

5 years, per year[…]+9.6%

3 years, per year[…]+13.6%

Worst drop · 1Y−17.9%−5.5%

Volatility · 1Y24.5%10.2%

3–1measures won
FTHI first

9.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CTEF, FTHI, SCHD

Today

9.5%most shared, CTEF and FTHI

CTEFFTHISCHD

CTEF—9.5%0.0%

FTHI9.5%—6.0%

SCHD0.0%6.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$860most kept, FTHI

FTHI$935 − $75 = $860

SCHD$300 − $6 = $294

CTEF$7 − $45 = −$38

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee