FINX vs SHRY

AFINX

BSHRY

Measures won0–6SHRY wins · of 6 · 5Y

$10,000 · 5Y$15,492SHRY · FTCS $13,941

Lowest cost0.53%FTCS · $53 on $10k

Most income1.54%SHRY · $154 on $10k

Smallest drop−7.6%SHRY · worst fall in 1Y

Held in common5.2%FINX and SHRY

FINX

SHRY

Global X - FinTech ETF · $151MFirst Trust Bloomberg Shareholder Yield ETF · $17M

+8.5%3 years · per year$12,782 · $16,617+18.4%

−12.5%5 years · per year$5,125 · $15,492+9.2%

0.68%Expense ratio$68 · $60 on $10k · lower wins0.60%

0.87%12-mo yield$87 · $154 on $10k1.54%

−30.4%Worst dropSmaller wins−7.6%

30.8%VolatilityLower wins13.3%

0–6SHRY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFINX · SHRY

7.6%PYPL5.2%

Held in common5.2%

End-of-day Nov 9, 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	BSHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk	0.60%	1.54%	+1.0%	+16.5%	+20.2%	+18.4%	+9.2%	−7.6%	$17M
2	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
3	AFINX	Global X - FinTech ETFRead Desk	0.68%	0.87%	+1.8%	−16.2%	−20.7%	+8.5%	−12.5%	−30.4%	$151M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk	0.60%	1.54%	+1.0%	+16.5%	+20.2%	+18.4%	+9.2%	−7.6%	$17M
2	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
3	AFINX	Global X - FinTech ETFRead Desk	0.68%	0.87%	+1.8%	−16.2%	−20.7%	+8.5%	−12.5%	−30.4%	$151M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FINX vs SHRY

FINX

Global X - FinTech

$5,125

SHRY

First Trust Bloomberg Shareholder Yield

$15,493

MeasureFINXSHRY

Fee0.68%0.60%

Cost on $10k a year$68$60

Yield0.87%1.54%

5 years, per year−12.5%+9.2%

3 years, per year+8.5%+18.4%

Worst drop · 1Y−30.4%−7.6%

Volatility · 1Y30.8%13.3%

6–0measures won
SHRY first

5.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FINX, SHRY, FTCS

Today

21.1%most shared, SHRY and FTCS

FINXSHRYFTCS

FINX—5.2%0.0%

SHRY5.2%—21.1%

FTCS0.0%21.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SHRY

SHRY$154 − $60 = $94

FTCS$110 − $53 = $57

FINX$87 − $68 = $19

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee