FTSM vs FUSI

AFTSM

BFUSI

Measures won2–3FUSI wins · of 6 · 5Y

$10,000 · 5Y$12,025FTSM

Lowest cost0.19%FUSI · $19 on $10k

Most income4.44%FUSI · $444 on $10k

Smallest drop−0.1%FTSM · worst fall in 1Y

Held in common[…]FTSM and FUSI

FTSM

FUSI

First Trust Enhanced Short Maturity ETF · $6.8BAmerican Century Ultrashort Income ETF · $73M

+4.7%3 years · per year$11,470 · $11,748+5.5%

+3.8%5 years · per year$12,025 · […][…]

0.29%Expense ratio$29 · $19 on $10k · lower wins0.19%

4.10%12-mo yield$410 · $444 on $10k4.44%

−0.1%Worst dropSmaller wins−0.5%

0.5%VolatilityLower wins1.2%

2–3FUSI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTSM · FUSI

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

Held in common[…]

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	AFTSM	First Trust Enhanced Short Maturity ETFRead Desk		0.29%	4.10%	0.0%	+2.9%	+3.7%	+4.7%	+3.8%	−0.1%	$6.8B
2	BFUSI	American Century Ultrashort Income ETFRead Desk		0.19%	4.44%	+0.1%	+4.2%	+4.7%	+5.5%	new	−0.5%	$73M

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	AFTSM	First Trust Enhanced Short Maturity ETFRead Desk		0.29%	4.10%	0.0%	+2.9%	+3.7%	+4.7%	+3.8%	−0.1%	$6.8B
2	BFUSI	American Century Ultrashort Income ETFRead Desk		0.19%	4.44%	+0.1%	+4.2%	+4.7%	+5.5%	new	−0.5%	$73M

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

FTSM vs FUSI

FTSM

First Trust Enhanced Short Maturity

$12,025

FUSI

American Century Ultrashort Income

[…]

MeasureFTSMFUSI

Fee0.29%0.19%

Cost on $10k a year$29$19

Yield4.10%4.44%

5 years, per year+3.8%[…]

3 years, per year+4.7%+5.5%

Worst drop · 1Y−0.1%−0.5%

Volatility · 1Y0.5%1.2%

3–2measures won
FUSI first

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: FTSM, FUSI

Today

[…]holdings […]

FTSMFUSI

FTSM—[…]

FUSI[…]—

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

Income After Fees on $10,000

$425most kept, FUSI

FUSI$444 − $19 = $425

FTSM$410 − $29 = $381

KeptFee

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