FIXD vs SMTH

AFIXD

BSMTH

Measures won1–3SMTH wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · VCIT $10,508

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 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$11,721 · […][…]

−0.8%5 years · per year$9,628 · […][…]

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

4.82%12-mo yield$482 · $441 on $10k4.41%

−5.4%Worst dropSmaller wins−4.6%

4.4%VolatilityLower wins4.0%

1–3SMTH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFIXD · SMTH

0.1%JXN-PA0.1%

Held in common0.1%

End-of-day Nov 5, 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	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%	$116.8B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
3	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.82%	+0.1%	−1.2%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B
4	BSMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.41%	+0.2%	−0.2%	+0.2%	new	new	−4.6%	$3.7B

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

All Four

5Y4 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%	$116.8B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
3	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.82%	+0.1%	−1.2%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B
4	BSMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.41%	+0.2%	−0.2%	+0.2%	new	new	−4.6%	$3.7B

End-of-day Nov 5, 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

$9,628

SMTH

ALPS Funds Smith Core Plus Bond

[…]

MeasureFIXDSMTH

Fee0.65%0.59%

Cost on $10k a year$65$59

Yield4.82%4.41%

5 years, per year−0.8%[…]

3 years, per year+5.4%[…]

Worst drop · 1Y−5.4%−4.6%

Volatility · 1Y4.4%4.0%

3–1measures won
SMTH first

0.1%

holdings shared

Nov 5, 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$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FIXD, SMTH, VCIT, SGOV

Today

0.1%most shared, FIXD and SMTH

FIXDSMTHVCITSGOV

FIXD—0.1%[…][…]

SMTH0.1%—[…][…]

VCIT[…][…]—[…]

SGOV[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

FIXD$482 − $65 = $417

SMTH$441 − $59 = $382

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee