FTCS vs SPYM

AFTCS

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · FTCS $14,234

Lowest cost0.02%SPYM · $2 on $10k

Most income1.08%FTCS · $108 on $10k

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

Held in common13.4%FTCS and SPYM

FTCS

SPYM

First Trust Capital Strength ETF · $8.0BState Street SPDR Portfolio S&P 500 ETF · $182B

+15.0%3 years · per year$15,226 · $19,186+24.3%

+7.3%5 years · per year$14,234 · $18,126+12.6%

0.53%Expense ratio$53 · $2 on $10k · lower wins0.02%

1.08%12-mo yield$108 · $101 on $10k1.01%

−8.1%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTCS · SPYM

1.9%AAPL7.4%

2.0%V1.1%

2.0%JNJ1.0%

2.0%WMT0.9%

Held in common13.4%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.08%	+2.8%	+15.3%	+17.9%	+15.0%	+7.3%	−8.1%	$8.0B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.08%	+2.8%	+15.3%	+17.9%	+15.0%	+7.3%	−8.1%	$8.0B

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

FTCS vs SPYM

FTCS

First Trust Capital Strength

$14,234

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFTCSSPYM

Fee0.53%0.02%

Cost on $10k a year$53$2

Yield1.08%1.01%

5 years, per year+7.3%+12.6%

3 years, per year+15.0%+24.3%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y11.4%12.8%

3–3measures won
level

13.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FTCS, SPYM

Today

13.4%most shared, FTCS and SPYM

FTCSSPYM

FTCS—13.4%

SPYM13.4%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

FTCS$108 − $53 = $55

KeptFee

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