FTCS vs FDAT

AFTCS

BFDAT

Measures won2–3FDAT wins · of 6 · 5Y

$10,000 · 5Y$13,686FTCS

Lowest cost0.53%FTCS · $53 on $10k

Most income6.14%FDAT · $614 on $10k

Smallest drop−6.3%FDAT · worst fall in 1Y

Held in common0.0%FTCS and FDAT

FTCS

FDAT

First Trust Capital Strength ETF · $8.2BTactical Advantage ETF · $36M

+13.4%3 years · per year$14,567 · $13,067+9.3%

+6.5%5 years · per year$13,686 · […][…]

0.53%Expense ratio$53 · $74 on $10k · lower wins0.74%

1.12%12-mo yield$112 · $614 on $10k6.14%

−8.1%Worst dropSmaller wins−6.3%

11.7%VolatilityLower wins10.4%

2–3FDAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTCS · FDAT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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	AFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$8.2B
2	BFDAT	Tactical Advantage ETFRead Desk	0.74%	6.14%	+0.2%	+1.1%	+1.3%	+9.3%	new	−6.3%	$36M
3	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	0.0%	+13.7%	new	new	new	[…]	$7.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$8.2B
2	BFDAT	Tactical Advantage ETFRead Desk	0.74%	6.14%	+0.2%	+1.1%	+1.3%	+9.3%	new	−6.3%	$36M
3	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	0.0%	+13.7%	new	new	new	[…]	$7.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTCS vs FDAT

FTCS

First Trust Capital Strength

$13,686

FDAT

Tactical Advantage

[…]

MeasureFTCSFDAT

Fee0.53%0.74%

Cost on $10k a year$53$74

Yield1.12%6.14%

5 years, per year+6.5%[…]

3 years, per year+13.4%+9.3%

Worst drop · 1Y−8.1%−6.3%

Volatility · 1Y11.7%10.4%

3–2measures won
FDAT first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FTCS, FDAT, IALT

Today

6.1%most shared, FTCS and IALT

FTCSFDATIALT

FTCS—0.0%6.1%

FDAT0.0%—0.0%

IALT6.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$540most kept, FDAT

FDAT$614 − $74 = $540

FTCS$112 − $53 = $59

IALT$39 − $99 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee