FTCS vs SCHK

AFTCS

BSCHK

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,097RECS · SCHK $16,944

Lowest cost0.03%SCHK · $3 on $10k

Most income1.10%FTCS · $110 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common12.9%FTCS and SCHK

FTCS

SCHK

First Trust Capital Strength ETF · $7.9BSchwab 1000 Index ETF · $5.5B

+13.3%3 years · per year$14,554 · $18,114+21.9%

+6.9%5 years · per year$13,941 · $16,944+11.1%

0.53%Expense ratio$53 · $3 on $10k · lower wins0.03%

1.10%12-mo yield$110 · $106 on $10k1.06%

−8.1%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins14.0%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFTCS · SCHK

1.9%AAPL7.3%

2.0%V1.0%

2.1%JNJ1.0%

2.0%WMT0.8%

Held in common12.9%

End-of-day Nov 9, 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	RECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	BSCHK	Schwab 1000 Index ETFRead Desk	0.03%	1.06%	+2.5%	+11.3%	+13.5%	+21.9%	+11.1%	−8.9%	$5.5B
3	AFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
4	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	RECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	BSCHK	Schwab 1000 Index ETFRead Desk	0.03%	1.06%	+2.5%	+11.3%	+13.5%	+21.9%	+11.1%	−8.9%	$5.5B
3	AFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
4	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTCS vs SCHK

FTCS

First Trust Capital Strength

$13,942

SCHK

Schwab 1000 Index

$16,944

MeasureFTCSSCHK

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield1.10%1.06%

5 years, per year+6.9%+11.1%

3 years, per year+13.3%+21.9%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y11.8%14.0%

3–2measures won
SCHK first

12.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FTCS, SCHK, RECS, IALT

Today

35.8%most shared, SCHK and RECS

FTCSSCHKRECSIALT

FTCS—12.9%12.7%5.6%

SCHK12.9%—35.8%21.7%

RECS12.7%35.8%—19.2%

IALT5.6%21.7%19.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHK

SCHK$106 − $3 = $103

RECS$102 − $15 = $87

FTCS$110 − $53 = $57

IALT$39 − $99 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee