FIXD vs SMTH

AFIXD

BSMTH

Measures won1–3SMTH wins · of 6 · 5Y

$10,000 · 5Y$9,614FIXD

Lowest cost0.59%SMTH · $59 on $10k

Most income4.82%FIXD · $482 on $10k

Smallest drop−4.6%SMTH · worst fall in 1Y

Held in common0.1%FIXD and SMTH

FIXD

SMTH

First Trust Smith Opportunistic Fixed Income ETF · $2.8BALPS Funds Smith Core Plus Bond ETF · $3.7B

+5.4%3 years · per year$11,700 · […][…]

−0.8%5 years · per year$9,614 · […][…]

0.65%Expense ratio$65 · $59 on $10k · lower wins0.59%

4.82%12-mo yield$482 · $442 on $10k4.42%

−5.4%Worst dropSmaller wins−4.6%

4.4%VolatilityLower wins3.9%

1–3SMTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsFIXD · SMTH

0.1%JXN-PA0.1%

Held in common0.1%

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

Both

5Y2 funds

#			Trend
1	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B
2	BSMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk		0.59%	4.42%	+0.3%	−0.4%	0.0%	new	new	−4.6%	$3.7B

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

Both

5Y2 funds

#			Trend
1	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B
2	BSMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk		0.59%	4.42%	+0.3%	−0.4%	0.0%	new	new	−4.6%	$3.7B

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

FIXD vs SMTH

FIXD

First Trust Smith Opportunistic Fixed Income

$9,614

SMTH

ALPS Funds Smith Core Plus Bond

[…]

MeasureFIXDSMTH

Fee0.65%0.59%

Cost on $10k a year$65$59

Yield4.82%4.42%

5 years, per year−0.8%[…]

3 years, per year+5.4%[…]

Worst drop · 1Y−5.4%−4.6%

Volatility · 1Y4.4%3.9%

3–1measures won
SMTH first

0.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FIXD, SMTH

Today

0.1%most shared, FIXD and SMTH

FIXDSMTH

FIXD—0.1%

SMTH0.1%—

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

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

SMTH$442 − $59 = $383

KeptFee

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