FDAT vs CGBL5YFDATFDATAvsBCGBLCGBLTactical Advantage ETF · $36MCapital Group Core Balanced ETF · $8.1BReturns · dividends in+10.1%3 years · per year$13,329 · $15,506+15.7%[…]5 years · per year[…]Cost and income0.74%Expense ratio$74 · $33 on $10k · lower wins0.33%6.00%12-mo yield$600 · $195 on $10k1.95%
$10,000 in FDAT, CGBL, FTCS5Y$10k startFTCS $13.8kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: FDAT, CGBL, FTCSToday8.2%most shared, CGBL and FTCSFDATCGBLFTCSFDAT—0.0%0.0%CGBL0.0%—8.2%FTCS0.0%8.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FDAT vs CGBL5YAFDATTactical Advantage[…]vsCGBLBCapital Group Core Balanced[…]MeasureFDATCGBLFee0.74%0.33%Cost on $10k a year$74$33Yield6.00%1.95%5 years, per year[…][…]3 years, per year+10.1%+15.7%Worst drop · 1Y−6.3%−7.9%Volatility · 1Y10.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1FTCSFirst Trust Capital Strength ETFReadDesk0.53%1.09%+0.5%+14.4%+14.7%+13.4%+6.7%−8.1%$8.1B2AFDATTactical Advantage ETFReadDesk0.74%6.00%−0.3%+3.5%+3.0%+10.1%new−6.3%$36M3BCGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.2%+6.0%+7.6%+15.7%new−7.9%$8.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1FTCSFirst Trust Capital Strength ETFReadDesk0.53%1.09%+0.5%+14.4%+14.7%+13.4%+6.7%−8.1%$8.1B2AFDATTactical Advantage ETFReadDesk0.74%6.00%−0.3%+3.5%+3.0%+10.1%new−6.3%$36M3BCGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.2%+6.0%+7.6%+15.7%new−7.9%$8.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: FDAT, CGBL, FTCSToday8.2%most shared, CGBL and FTCSFDATCGBLFTCSFDAT—0.0%0.0%CGBL0.0%—8.2%FTCS0.0%8.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$526most kept, FDATFDAT$600 − $74 = $526CGBL$195 − $33 = $162FTCS$109 − $53 = $56KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee