FDM vs DEEP

AFDM

BDEEP

Measures won4–2FDM wins · of 6 · 5Y

$10,000 · 5Y$15,861FDM · DEEP $12,789

Lowest cost0.62%MYLD · $62 on $10k

Most income2.73%LITL · $273 on $10k

Smallest drop−8.9%DEEP · worst fall in 1Y

Held in common7.6%FDM and DEEP

FDM

DEEP

First Trust Dow Jones Select MicroCap Index Fund · $271MAcquirers Small and Micro Deep Value ETF · $26M

+22.6%3 years · per year$18,436 · $14,731+13.8%

+9.7%5 years · per year$15,861 · $12,789+5.0%

0.65%Expense ratio$65 · $80 on $10k · lower wins0.80%

1.51%12-mo yield$151 · $205 on $10k2.05%

−9.3%Worst dropSmaller wins−8.9%

16.8%VolatilityLower wins17.0%

4–2FDM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDM · DEEP

1.5%APOG1.3%

1.1%CCSI1.0%

0.9%IIIN1.0%

0.8%EBF1.0%

Held in common7.6%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.51%	−1.0%	+15.1%	+25.1%	+22.6%	+9.7%	−9.3%	$271M
2	BDEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.05%	−0.9%	+21.1%	+25.0%	+13.8%	+5.0%	−8.9%	$26M
3	MYLD	Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETFRead Desk	0.62%	2.28%	−1.4%	+27.8%	+35.8%	new	new	−9.9%	$54M
4	LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.73%	−0.2%	+17.0%	+22.9%	new	new	−9.4%	$8M

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

All Four

5Y4 funds

#
1	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.51%	−1.0%	+15.1%	+25.1%	+22.6%	+9.7%	−9.3%	$271M
2	BDEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.05%	−0.9%	+21.1%	+25.0%	+13.8%	+5.0%	−8.9%	$26M
3	MYLD	Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETFRead Desk	0.62%	2.28%	−1.4%	+27.8%	+35.8%	new	new	−9.9%	$54M
4	LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.73%	−0.2%	+17.0%	+22.9%	new	new	−9.4%	$8M

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

Cards for this view

FDM vs DEEP

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,861

DEEP

Acquirers Small and Micro Deep Value

$12,789

MeasureFDMDEEP

Fee0.65%0.80%

Cost on $10k a year$65$80

Yield1.51%2.05%

5 years, per year+9.7%+5.0%

3 years, per year+22.6%+13.8%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y16.8%17.0%

4–2measures won
FDM first

7.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FDM, DEEP, MYLD, LITL

Today

13.2%most shared, DEEP and MYLD

FDMDEEPMYLDLITL

FDM—7.6%8.5%5.5%

DEEP7.6%—13.2%9.3%

MYLD8.5%13.2%—6.2%

LITL5.5%9.3%6.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, LITL

LITL$273 − $90 = $183

MYLD$228 − $62 = $166

DEEP$205 − $80 = $125

FDM$151 − $65 = $86

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee