FTSL vs SHYG

AFTSL

BSHYG

Measures won2–4SHYG wins · of 6 · 5Y

$10,000 · 5Y$12,832FTSL · SHYG $12,540

Lowest cost0.30%SHYG · $30 on $10k

Most income7.16%SHYG · $716 on $10k

Smallest drop−2.1%SHYG · worst fall in 1Y

Held in common[…]FTSL and SHYG

FTSL

SHYG

First Trust Senior Loan Fund · $2.5BiShares 0-5 Year High Yield Corporate Bond ETF · $7.7B

+6.3%3 years · per year$12,014 · $12,472+7.6%

+5.1%5 years · per year$12,832 · $12,540+4.6%

0.70%Expense ratio$70 · $30 on $10k · lower wins0.30%

6.28%12-mo yield$628 · $716 on $10k7.16%

−2.4%Worst dropSmaller wins−2.1%

2.3%VolatilityLower wins3.2%

2–4SHYG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTSL · SHYG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AFTSL	First Trust Senior Loan FundRead Desk		0.70%	6.28%	0.0%	+2.1%	+3.3%	+6.3%	+5.1%	−2.4%	$2.5B
2	BSHYG	iShares 0-5 Year High Yield Corporate Bond ETFRead Desk		0.30%	7.16%	−0.1%	+1.5%	+3.0%	+7.6%	+4.6%	−2.1%	$7.7B

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	AFTSL	First Trust Senior Loan FundRead Desk		0.70%	6.28%	0.0%	+2.1%	+3.3%	+6.3%	+5.1%	−2.4%	$2.5B
2	BSHYG	iShares 0-5 Year High Yield Corporate Bond ETFRead Desk		0.30%	7.16%	−0.1%	+1.5%	+3.0%	+7.6%	+4.6%	−2.1%	$7.7B

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

FTSL vs SHYG

FTSL

First Trust Senior Loan Fund

$12,832

SHYG

iShares 0-5 Year High Yield Corporate Bond

$12,540

MeasureFTSLSHYG

Fee0.70%0.30%

Cost on $10k a year$70$30

Yield6.28%7.16%

5 years, per year+5.1%+4.6%

3 years, per year+6.3%+7.6%

Worst drop · 1Y−2.4%−2.1%

Volatility · 1Y2.3%3.2%

4–2measures won
SHYG first

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: FTSL, SHYG

Today

[…]holdings […]

FTSLSHYG

FTSL—[…]

SHYG[…]—

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

Income After Fees on $10,000

$686most kept, SHYG

SHYG$716 − $30 = $686

FTSL$628 − $70 = $558

KeptFee

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