FTCS vs SURI5YFTCSFTCSAvsBSURISURIFirst Trust Capital Strength ETF · $8.1BSimplify Propel Opportunities ETF · $70MReturns · dividends in+13.4%3 years · per year$14,565 · $13,755+11.2%+6.7%5 years · per year$13,827 · […][…]Cost and income0.53%Expense ratio$53 · $284 on $10k · lower wins2.84%1.09%12-mo yield$109 · $1,703 on $10k
$10,000 in FTCS, SURI, CGBL5Y$10k startFTCS $13.8kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: FTCS, SURI, CGBLToday8.2%most shared, FTCS and CGBLFTCSSURICGBLFTCS—0.0%8.2%SURI0.0%—0.0%CGBL8.2%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FTCS vs SURI5YAFTCSFirst Trust Capital Strength$13,827vsSURIBSimplify Propel Opportunities[…]MeasureFTCSSURIFee0.53%2.84%Cost on $10k a year$53$284Yield1.09%17.03%5 years, per year+6.7%[…]3 years, per year+13.4%+11.2%Worst drop · 1Y−8.1%−19.3%Volatility · 1Y11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFTCSFirst Trust Capital Strength ETFReadDesk0.53%1.09%+0.5%+14.4%+14.7%+13.4%+6.7%−8.1%$8.1B2BSURISimplify Propel Opportunities ETFReadDesk2.84%17.03%−1.1%+7.9%+12.9%+11.2%new−19.3%$70M3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.2%+6.0%+7.6%+15.7%new−7.9%$8.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFTCSFirst Trust Capital Strength ETFReadDesk0.53%1.09%+0.5%+14.4%+14.7%+13.4%+6.7%−8.1%$8.1B2BSURISimplify Propel Opportunities ETFReadDesk2.84%17.03%−1.1%+7.9%+12.9%+11.2%new−19.3%$70M3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.2%+6.0%+7.6%+15.7%new−7.9%$8.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: FTCS, SURI, CGBLToday8.2%most shared, FTCS and CGBLFTCSSURICGBLFTCS—0.0%8.2%SURI0.0%—0.0%CGBL8.2%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,419most kept, SURISURI$1,703 − $284 = $1,419CGBL$195 − $33 = $162FTCS$109 − $53 = $56KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee