IWC vs FFTY

AIWC

BFFTY

Measures won5–1IWC wins · of 6 · 5Y

$10,000 · 5Y$13,882FTCS · IWC $12,204

Lowest cost0.53%FTCS · $53 on $10k

Most income1.62%FFTY · $162 on $10k

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

Held in common1.6%IWC and FFTY

IWC

FFTY

iShares Micro-Cap ETF · $1.2BCapForce IBD 50 ETF · $54M

+23.5%3 years · per year$18,846 · $14,305+12.7%

+4.1%5 years · per year$12,204 · $6,134−9.3%

0.60%Expense ratio$60 · $80 on $10k · lower wins0.80%

1.15%12-mo yield$115 · $162 on $10k1.62%

−15.4%Worst dropSmaller wins−34.2%

23.7%VolatilityLower wins35.7%

5–1IWC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWC · FFTY

1.1%CDNA4.7%

0.3%IDT2.2%

0.2%RDVT0.3%

Held in common1.6%

End-of-day Nov 5, 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	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.2B
2	AIWC	iShares Micro-Cap ETFRead Desk	0.60%	1.15%	−5.7%	+8.2%	+13.6%	+23.5%	+4.1%	−15.4%	$1.2B
3	BFFTY	CapForce IBD 50 ETFRead Desk	0.80%	1.62%	−5.7%	−16.9%	−23.6%	+12.7%	−9.3%	−34.2%	$54M

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

All Three

5Y3 funds

#
1	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.2B
2	AIWC	iShares Micro-Cap ETFRead Desk	0.60%	1.15%	−5.7%	+8.2%	+13.6%	+23.5%	+4.1%	−15.4%	$1.2B
3	BFFTY	CapForce IBD 50 ETFRead Desk	0.80%	1.62%	−5.7%	−16.9%	−23.6%	+12.7%	−9.3%	−34.2%	$54M

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

Cards for this view

IWC vs FFTY

IWC

iShares Micro-Cap

$12,204

FFTY

CapForce IBD 50

$6,134

MeasureIWCFFTY

Fee0.60%0.80%

Cost on $10k a year$60$80

Yield1.15%1.62%

5 years, per year+4.1%−9.3%

3 years, per year+23.5%+12.7%

Worst drop · 1Y−15.4%−34.2%

Volatility · 1Y23.7%35.7%

5–1measures won
IWC first

1.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IWC, FFTY, FTCS

Today

1.7%most shared, FFTY and FTCS

IWCFFTYFTCS

IWC—1.6%0.0%

FFTY1.6%—1.7%

FTCS0.0%1.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$82most kept, FFTY

FFTY$162 − $80 = $82

FTCS$110 − $53 = $57

IWC$115 − $60 = $55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee