FDAT vs MSSS

AFDAT

BMSSS

Measures won4–0FDAT wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.31%TCAF · $31 on $10k

Most income6.14%FDAT · $614 on $10k

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

Held in common12.1%FDAT and MSSS

FDAT

MSSS

Tactical Advantage ETF · $35MMonarch Select Subsector ETF · $154M

+9.3%3 years · per year$13,067 · […][…]

[…]5 years · per year[…]

0.74%Expense ratio$74 · $142 on $10k · lower wins1.42%

6.14%12-mo yield$614 · $19 on $10k0.19%

−6.3%Worst dropSmaller wins−10.2%

10.4%VolatilityLower wins14.0%

4–0FDAT wins

$10,000 · 5 yearsAll three, one scale

No price history on file for these funds yet […]

Shared top holdingsFDAT · MSSS

4.5%IHI10.7%

4.2%XLRE10.0%

3.4%XLU10.0%

Held in common12.1%

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

#									5Y/yr
1	AFDAT	Tactical Advantage ETFRead Desk	0.74%	6.14%	+0.2%	+1.1%	+1.3%	+9.3%	new	−6.3%	$35M
2	BMSSS	Monarch Select Subsector ETFRead Desk	1.42%	0.19%	−0.7%	+23.7%	+25.3%	new	new	−10.2%	$154M
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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

#									5Y/yr
1	AFDAT	Tactical Advantage ETFRead Desk	0.74%	6.14%	+0.2%	+1.1%	+1.3%	+9.3%	new	−6.3%	$35M
2	BMSSS	Monarch Select Subsector ETFRead Desk	1.42%	0.19%	−0.7%	+23.7%	+25.3%	new	new	−10.2%	$154M
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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

FDAT vs MSSS

FDAT

Tactical Advantage

[…]

MSSS

Monarch Select Subsector

[…]

MeasureFDATMSSS

Fee0.74%1.42%

Cost on $10k a year$74$142

Yield6.14%0.19%

5 years, per year[…][…]

3 years, per year+9.3%[…]

Worst drop · 1Y−6.3%−10.2%

Volatility · 1Y10.4%14.0%

4–0measures won
FDAT first

12.1%

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: FDAT, MSSS, TCAF

Today

12.1%most shared, FDAT and MSSS

FDATMSSSTCAF

FDAT—12.1%0.0%

MSSS12.1%—0.0%

TCAF0.0%0.0%—

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

Income After Fees on $10,000

$540most kept, FDAT

FDAT$614 − $74 = $540

TCAF$45 − $31 = $14

MSSS$19 − $142 = −$123

KeptFee

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