FIXD vs SMTH

AFIXD

BSMTH

Measures won1–3SMTH wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · FIXD $9,614

Lowest cost0.09%SGOV · $9 on $10k

Most income4.82%FIXD · $482 on $10k

Smallest drop0.0%SGOV · 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 yearsAll three, one 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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.5B
2	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
3	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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.5B
2	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
3	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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL wins

End-of-day Nov 4, 2026

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

Overlap: FIXD, SMTH, SGOV

Today

0.1%most shared, FIXD and SMTH

FIXDSMTHSGOV

FIXD—0.1%[…]

SMTH0.1%—[…]

SGOV[…][…]—

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

SGOV$363 − $9 = $354

KeptFee

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