FTCS vs IMCV

AFTCS

BIMCV

Measures won0–5IMCV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · IMCV $16,584

Lowest cost0.03%VTV · $3 on $10k

Most income1.85%IMCV · $185 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common12.6%FTCS and IMCV

FTCS

IMCV

First Trust Capital Strength ETF · $8.1BiShares Morningstar Mid-Cap Value ETF · $1.3B

+14.4%3 years · per year$14,980 · $18,435+22.6%

+6.5%5 years · per year$13,728 · $16,584+10.6%

0.53%Expense ratio$53 · $6 on $10k · lower wins0.06%

1.11%12-mo yield$111 · $185 on $10k1.85%

−8.1%Worst dropSmaller wins−6.9%

11.1%VolatilityLower wins11.1%

0–5IMCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTCS · IMCV

2.0%ADP1.6%

1.9%PSX1.5%

2.1%MMM1.2%

1.9%TGT1.0%

Held in common12.6%

End-of-day Nov 3, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk	0.06%	1.85%	−0.7%	+21.9%	+26.7%	+22.6%	+10.6%	−6.9%	$1.3B
3	AFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.11%	−1.0%	+12.2%	+14.1%	+14.4%	+6.5%	−8.1%	$8.1B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk	0.06%	1.85%	−0.7%	+21.9%	+26.7%	+22.6%	+10.6%	−6.9%	$1.3B
3	AFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.11%	−1.0%	+12.2%	+14.1%	+14.4%	+6.5%	−8.1%	$8.1B

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

Cards for this view

FTCS vs IMCV

FTCS

First Trust Capital Strength

$13,728

IMCV

iShares Morningstar Mid-Cap Value

$16,584

MeasureFTCSIMCV

Fee0.53%0.06%

Cost on $10k a year$53$6

Yield1.11%1.85%

5 years, per year+6.5%+10.6%

3 years, per year+14.4%+22.6%

Worst drop · 1Y−8.1%−6.9%

Volatility · 1Y11.1%11.1%

5–0measures won
IMCV first

12.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FTCS, IMCV, VTV

Today

27.9%most shared, IMCV and VTV

FTCSIMCVVTV

FTCS—12.6%17.9%

IMCV12.6%—27.9%

VTV17.9%27.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IMCV$185 − $6 = $179

FTCS$111 − $53 = $58

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee