FSCS vs IWR

AFSCS

BIWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,596IWR · FSCS $14,007

Lowest cost0.18%IWR · $18 on $10k

Most income1.19%FSCS · $119 on $10k

Smallest drop−7.8%FSCS · worst fall in 1Y

Held in common8.9%FSCS and IWR

FSCS

IWR

First Trust SMID Capital Strength ETF · $62MiShares Russell Mid-Cap ETF · $58.2B

+15.2%3 years · per year$15,270 · $17,790+21.2%

+7.0%5 years · per year$14,007 · $14,596+7.9%

0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%

1.19%12-mo yield$119 · $114 on $10k1.14%

−7.8%Worst dropSmaller wins−8.2%

12.0%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFSCS · IWR

1.0%KMB0.5%

1.0%HIG0.3%

1.0%ACGL0.3%

0.9%RMD0.2%

Held in common8.9%

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B
2	AFSCS	First Trust SMID Capital Strength ETFRead Desk		0.60%	1.19%	+2.2%	+8.4%	+11.8%	+15.2%	+7.0%	−7.8%	$62M

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B
2	AFSCS	First Trust SMID Capital Strength ETFRead Desk		0.60%	1.19%	+2.2%	+8.4%	+11.8%	+15.2%	+7.0%	−7.8%	$62M

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

FSCS vs IWR

FSCS

First Trust SMID Capital Strength

$14,007

IWR

iShares Russell Mid-Cap

$14,596

MeasureFSCSIWR

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield1.19%1.14%

5 years, per year+7.0%+7.9%

3 years, per year+15.2%+21.2%

Worst drop · 1Y−7.8%−8.2%

Volatility · 1Y12.0%13.4%

3–3measures won
level

8.9%

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: FSCS, IWR

Today

8.9%most shared, FSCS and IWR

FSCSIWR

FSCS—8.9%

IWR8.9%—

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

FSCS$119 − $60 = $59

KeptFee

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