FDAT vs FTCS

AFDAT

BFTCS

Measures won3–2FDAT wins · of 6 · 5Y

$10,000 · 5Y$13,882FTCS

Lowest cost0.31%TCAF · $31 on $10k

Most income6.15%FDAT · $615 on $10k

Smallest drop−6.3%FDAT · worst fall in 1Y

Held in common0.0%FDAT and FTCS

FDAT

FTCS

Tactical Advantage ETF · $36MFirst Trust Capital Strength ETF · $8.0B

+9.3%3 years · per year$13,051 · $14,831+14.0%

[…]5 years · per year[…] · $13,882+6.8%

0.74%Expense ratio$74 · $53 on $10k · lower wins0.53%

6.15%12-mo yield$615 · $110 on $10k1.10%

−6.3%Worst dropSmaller wins−8.1%

10.5%VolatilityLower wins11.6%

3–2FDAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDAT · FTCS

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

Held in common0.0%

End-of-day Nov 5, 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	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.0B
2	AFDAT	Tactical Advantage ETFRead Desk	0.74%	6.15%	−3.6%	+0.9%	+1.9%	+9.3%	new	−6.3%	$36M
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B

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

All Three

5Y3 funds

#
1	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.0B
2	AFDAT	Tactical Advantage ETFRead Desk	0.74%	6.15%	−3.6%	+0.9%	+1.9%	+9.3%	new	−6.3%	$36M
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.46%	−4.1%	+9.7%	+9.4%	+20.3%	new	−10.8%	$8.2B

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

Cards for this view

FDAT vs FTCS

FDAT

Tactical Advantage

[…]

FTCS

First Trust Capital Strength

$13,882

MeasureFDATFTCS

Fee0.74%0.53%

Cost on $10k a year$74$53

Yield6.15%1.10%

5 years, per year[…]+6.8%

3 years, per year+9.3%+14.0%

Worst drop · 1Y−6.3%−8.1%

Volatility · 1Y10.5%11.6%

3–2measures won
FDAT first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDAT, FTCS, TCAF

Today

4.4%most shared, FTCS and TCAF

FDATFTCSTCAF

FDAT—0.0%0.0%

FTCS0.0%—4.4%

TCAF0.0%4.4%—

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

Income After Fees on $10,000

$541most kept, FDAT

FDAT$615 − $74 = $541

FTCS$110 − $53 = $57

TCAF$46 − $31 = $15

KeptFee

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