FCVT vs RSBY

AFCVT

BRSBY

Measures won1–3RSBY wins · of 6 · 5Y

$10,000 · 5Y$10,995FCVT

Lowest cost0.95%FCVT · $95 on $10k

Most income1.76%RSBY · $176 on $10k

Smallest drop−6.5%RSBY · worst fall in 1Y

Held in common0.0%FCVT and RSBY

FCVT

RSBY

First Trust SSI Strategic Convertible Securities ETF · $75MReturn Stacked Bonds & Futures Yield ETF · $46M

+14.8%3 years · per year$15,110 · […][…]

+1.9%5 years · per year$10,995 · […][…]

0.95%Expense ratio$95 · $101 on $10k · lower wins1.01%

1.28%12-mo yield$128 · $176 on $10k1.76%

−22.3%Worst dropSmaller wins−6.5%

21.1%VolatilityLower wins11.6%

1–3RSBY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCVT · RSBY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$75M
2	BRSBY	Return Stacked Bonds & Futures Yield ETFRead Desk		1.01%	1.76%	−0.3%	+17.3%	+13.5%	new	new	−6.5%	$46M

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

Both

5Y2 funds

#			Trend
1	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$75M
2	BRSBY	Return Stacked Bonds & Futures Yield ETFRead Desk		1.01%	1.76%	−0.3%	+17.3%	+13.5%	new	new	−6.5%	$46M

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

FCVT vs RSBY

FCVT

First Trust SSI Strategic Convertible Securities

$10,995

RSBY

Return Stacked Bonds & Futures Yield

[…]

MeasureFCVTRSBY

Fee0.95%1.01%

Cost on $10k a year$95$101

Yield1.28%1.76%

5 years, per year+1.9%[…]

3 years, per year+14.8%[…]

Worst drop · 1Y−22.3%−6.5%

Volatility · 1Y21.1%11.6%

3–1measures won
RSBY first

0.0%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FCVT, RSBY

Today

0.0%most shared, FCVT and RSBY

FCVTRSBY

FCVT—0.0%

RSBY0.0%—

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

Income After Fees on $10,000

$75most kept, RSBY

RSBY$176 − $101 = $75

FCVT$128 − $95 = $33

KeptFee

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