FTCS vs SPY

AFTCS

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FTCS $13,882

Lowest cost0.09%SPY · $9 on $10k

Most income1.10%FTCS · $110 on $10k

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

Held in common13.6%FTCS and SPY

FTCS

SPY

First Trust Capital Strength ETF · $8.0BState Street SPDR S&P 500 ETF · $805B

+14.0%3 years · per year$14,831 · $18,174+22.0%

+6.8%5 years · per year$13,882 · $17,099+11.3%

0.53%Expense ratio$53 · $9 on $10k · lower wins0.09%

1.10%12-mo yield$110 · $103 on $10k1.03%

−8.1%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTCS · SPY

1.9%AAPL7.7%

2.0%V1.1%

2.0%JNJ1.0%

2.0%WMT0.9%

Held in common13.6%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.0B

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.0B

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

FTCS vs SPY

FTCS

First Trust Capital Strength

$13,882

SPY

SPDR S&P 500

$17,099

MeasureFTCSSPY

Fee0.53%0.09%

Cost on $10k a year$53$9

Yield1.10%1.03%

5 years, per year+6.8%+11.3%

3 years, per year+14.0%+22.0%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y11.6%13.6%

3–3measures won
level

13.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM 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: FTCS, SPY

Today

13.6%most shared, FTCS and SPY

FTCSSPY

FTCS—13.6%

SPY13.6%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FTCS$110 − $53 = $57

KeptFee

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