FFTY vs IWC

AFFTY

BIWC

Measures won1–5IWC wins · of 6 · 5Y

$10,000 · 5Y$14,234FTCS · IWC $13,176

Lowest cost0.53%FTCS · $53 on $10k

Most income1.53%FFTY · $153 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common1.7%FFTY and IWC

FFTY

IWC

CapForce IBD 50 ETF · $55MiShares Micro-Cap ETF · $1.2B

+15.0%3 years · per year$15,223 · $20,253+26.5%

−7.7%5 years · per year$6,689 · $13,176+5.7%

0.80%Expense ratio$80 · $60 on $10k · lower wins0.60%

1.53%12-mo yield$153 · $108 on $10k1.08%

−30.2%Worst dropSmaller wins−13.5%

35.6%VolatilityLower wins23.1%

1–5IWC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFFTY · IWC

4.8%CDNA1.1%

2.1%IDT0.3%

0.3%RDVT0.2%

Held in common1.7%

End-of-day Nov 4, 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	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.08%	+2.8%	+15.3%	+17.9%	+15.0%	+7.3%	−8.1%	$8.0B
2	BIWC	iShares Micro-Cap ETFRead Desk	0.60%	1.08%	+1.5%	+14.8%	+17.7%	+26.5%	+5.7%	−13.5%	$1.2B
3	AFFTY	CapForce IBD 50 ETFRead Desk	0.80%	1.53%	−1.8%	−11.8%	−23.2%	+15.0%	−7.7%	−30.2%	$55M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.08%	+2.8%	+15.3%	+17.9%	+15.0%	+7.3%	−8.1%	$8.0B
2	BIWC	iShares Micro-Cap ETFRead Desk	0.60%	1.08%	+1.5%	+14.8%	+17.7%	+26.5%	+5.7%	−13.5%	$1.2B
3	AFFTY	CapForce IBD 50 ETFRead Desk	0.80%	1.53%	−1.8%	−11.8%	−23.2%	+15.0%	−7.7%	−30.2%	$55M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FFTY vs IWC

FFTY

CapForce IBD 50

$6,689

IWC

iShares Micro-Cap

$13,176

MeasureFFTYIWC

Fee0.80%0.60%

Cost on $10k a year$80$60

Yield1.53%1.08%

5 years, per year−7.7%+5.7%

3 years, per year+15.0%+26.5%

Worst drop · 1Y−30.2%−13.5%

Volatility · 1Y35.6%23.1%

5–1measures won
IWC first

1.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FFTY, IWC, FTCS

Today

1.8%most shared, FFTY and FTCS

FFTYIWCFTCS

FFTY—1.7%1.8%

IWC1.7%—0.0%

FTCS1.8%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$73most kept, FFTY

FFTY$153 − $80 = $73

FTCS$108 − $53 = $55

IWC$108 − $60 = $48

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee