FTHI vs XYLD

AFTHI

BXYLD

Measures won2–4XYLD wins · of 6 · 5Y

$10,000 · 5Y$16,274FTHI · XYLD $14,358

Lowest cost0.60%XYLD · $60 on $10k

Most income10.20%XYLD · $1,020 on $10k

Smallest drop−5.3%XYLD · worst fall in 1Y

Held in common50.0%FTHI and XYLD

FTHI

XYLD

First Trust BuyWrite Income ETF · $2.5BGlobal X - S&P 500 Covered Call ETF · $3.3B

+15.4%3 years · per year$15,375 · $15,175+14.9%

+10.2%5 years · per year$16,274 · $14,358+7.5%

0.75%Expense ratio$75 · $60 on $10k · lower wins0.60%

9.05%12-mo yield$905 · $1,020 on $10k10.20%

−5.5%Worst dropSmaller wins−5.3%

9.5%VolatilityLower wins7.1%

2–4XYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTHI · XYLD

7.9%AAPL7.5%

6.6%NVDA7.7%

3.2%MSFT6.0%

2.6%AMZN3.8%

Held in common50.0%

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	AFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.05%	+0.7%	+6.6%	+7.3%	+15.4%	+10.2%	−5.5%	$2.5B
2	BXYLD	Global X - S&P 500 Covered Call ETFRead Desk		0.60%	10.20%	+1.3%	+11.6%	+15.6%	+14.9%	+7.5%	−5.3%	$3.3B

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	AFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.05%	+0.7%	+6.6%	+7.3%	+15.4%	+10.2%	−5.5%	$2.5B
2	BXYLD	Global X - S&P 500 Covered Call ETFRead Desk		0.60%	10.20%	+1.3%	+11.6%	+15.6%	+14.9%	+7.5%	−5.3%	$3.3B

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

FTHI vs XYLD

FTHI

First Trust BuyWrite Income

$16,274

XYLD

Global X - S&P 500 Covered Call

$14,358

MeasureFTHIXYLD

Fee0.75%0.60%

Cost on $10k a year$75$60

Yield9.05%10.20%

5 years, per year+10.2%+7.5%

3 years, per year+15.4%+14.9%

Worst drop · 1Y−5.5%−5.3%

Volatility · 1Y9.5%7.1%

4–2measures won
XYLD first

50.0%

holdings shared

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

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

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

Overlap: FTHI, XYLD

Today

50.0%most shared, FTHI and XYLD

FTHIXYLD

FTHI—50.0%

XYLD50.0%—

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

Income After Fees on $10,000

$960most kept, XYLD

XYLD$1,020 − $60 = $960

FTHI$905 − $75 = $830

KeptFee

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