FTCS vs TOS

AFTCS

BTOS

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$13,686FTCS

Lowest cost0.36%TOS · $36 on $10k

Most income1.12%FTCS · $112 on $10k

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

Held in common4.5%FTCS and TOS

FTCS

TOS

First Trust Capital Strength ETF · $8.2BTwin Oak Strategic Solutions ETF · $135M

+13.4%3 years · per year$14,567 · […][…]

+6.5%5 years · per year$13,686 · […][…]

0.53%Expense ratio$53 · $36 on $10k · lower wins0.36%

1.12%12-mo yield$112 · $0 on $10k0.00%

−8.1%Worst dropSmaller wins[…]

11.7%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTCS · TOS

2.0%UNP7.3%

2.0%KO4.6%

2.0%V0.5%

Held in common4.5%

End-of-day Nov 6, 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	AFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$8.2B
2	BTOS	Twin Oak Strategic Solutions ETFRead Desk		0.36%	0.00%	+0.9%	new	new	new	new	[…]	$135M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$8.2B
2	BTOS	Twin Oak Strategic Solutions ETFRead Desk		0.36%	0.00%	+0.9%	new	new	new	new	[…]	$135M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTCS vs TOS

FTCS

First Trust Capital Strength

$13,686

TOS

Twin Oak Strategic Solutions

[…]

MeasureFTCSTOS

Fee0.53%0.36%

Cost on $10k a year$53$36

Yield1.12%0.00%

5 years, per year+6.5%[…]

3 years, per year+13.4%[…]

Worst drop · 1Y−8.1%[…]

Volatility · 1Y11.7%[…]

1–1measures won
level

4.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FTCS, TOS

Today

4.5%most shared, FTCS and TOS

FTCSTOS

FTCS—4.5%

TOS4.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$59most kept, FTCS

FTCS$112 − $53 = $59

TOS$0 − $36 = −$36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee