FTCS vs VTV

AFTCS

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · FTCS $13,686

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common17.9%FTCS and VTV

FTCS

VTV

First Trust Capital Strength ETF · $8.2BVanguard Morningstar Value ETF · $184B

+13.4%3 years · per year$14,567 · $17,687+20.9%

+6.5%5 years · per year$13,686 · $17,585+12.0%

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

1.12%12-mo yield$112 · $187 on $10k1.87%

−8.1%Worst dropSmaller wins−6.4%

11.7%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTCS · VTV

2.0%JNJ2.4%

2.1%WMT1.7%

2.0%PG1.3%

2.0%KO1.3%

Held in common17.9%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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

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 VTV

FTCS

First Trust Capital Strength

$13,687

VTV

Vanguard Morningstar Value

$17,585

MeasureFTCSVTV

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield1.12%1.87%

5 years, per year+6.5%+12.0%

3 years, per year+13.4%+20.9%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y11.7%10.7%

6–0measures won
VTV first

17.9%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

Overlap: FTCS, VTV

Today

17.9%most shared, FTCS and VTV

FTCSVTV

FTCS—17.9%

VTV17.9%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

FTCS$112 − $53 = $59

KeptFee

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