IALT vs FTCS

AIALT

BFTCS

Measures won0–2FTCS wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · FTCS $13,941

Lowest cost0.35%SMH · $35 on $10k

Most income1.10%FTCS · $110 on $10k

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

Held in common5.6%IALT and FTCS

IALT

FTCS

iShares Systematic Alternatives Active ETF · $7.8BFirst Trust Capital Strength ETF · $7.9B

[…]3 years · per year[…] · $14,554+13.3%

[…]5 years · per year[…] · $13,941+6.9%

0.99%Expense ratio$99 · $53 on $10k · lower wins0.53%

0.39%12-mo yield$39 · $110 on $10k1.10%

[…]Worst dropSmaller wins−8.1%

[…]VolatilityLower wins11.8%

0–2FTCS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIALT · FTCS

0.7%COST2.1%

0.6%AXP2.0%

0.6%UNP2.0%

0.4%GD2.0%

Held in common5.6%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
3	AIALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
3	AIALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IALT vs FTCS

IALT

iShares Systematic Alternatives Active

[…]

FTCS

First Trust Capital Strength

$13,941

MeasureIALTFTCS

Fee0.99%0.53%

Cost on $10k a year$99$53

Yield0.39%1.10%

5 years, per year[…]+6.9%

3 years, per year[…]+13.3%

Worst drop · 1Y[…]−8.1%

Volatility · 1Y[…]11.8%

2–0measures won
FTCS first

5.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IALT, FTCS, SMH

Today

5.6%most shared, IALT and FTCS

IALTFTCSSMH

IALT—5.6%1.8%

FTCS5.6%—0.0%

SMH1.8%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$57most kept, FTCS

FTCS$110 − $53 = $57

SMH$23 − $35 = −$12

IALT$39 − $99 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee