KYC vs FTA

AKYC

BFTA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,998FTA

Lowest cost0.35%KYC · $35 on $10k

Most income1.69%FTA · $169 on $10k

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

Held in common3.8%KYC and FTA

KYC

FTA

Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETF · $0MFirst Trust Large Cap Value AlphaDEX Fund · $1.5B

[…]3 years · per year[…] · $17,545+20.6%

[…]5 years · per year[…] · $16,998+11.2%

0.35%Expense ratio$35 · $58 on $10k · lower wins0.58%

0.00%12-mo yield$0 · $169 on $10k1.69%

[…]Worst dropSmaller wins−8.1%

[…]VolatilityLower wins11.6%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsKYC · FTA

2.6%GPN1.0%

2.5%BR0.8%

3.3%PYPL0.7%

1.4%FIS0.7%

Held in common3.8%

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

Both

5Y2 funds

#			Trend
1	BFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.69%	−1.7%	+21.8%	+28.4%	+20.6%	+11.2%	−8.1%	$1.5B
2	AKYC	Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETFRead Desk		0.35%	0.00%	−3.2%	new	new	new	new	[…]	$408K

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

Both

5Y2 funds

#			Trend
1	BFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.69%	−1.7%	+21.8%	+28.4%	+20.6%	+11.2%	−8.1%	$1.5B
2	AKYC	Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETFRead Desk		0.35%	0.00%	−3.2%	new	new	new	new	[…]	$408K

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

KYC vs FTA

KYC

Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure

[…]

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,998

MeasureKYCFTA

Fee0.35%0.58%

Cost on $10k a year$35$58

Yield0.00%1.69%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y[…]−8.1%

Volatility · 1Y[…]11.6%

1–1measures won
level

3.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: KYC, FTA

Today

3.8%most shared, KYC and FTA

KYCFTA

KYC—3.8%

FTA3.8%—

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

Income After Fees on $10,000

$111most kept, FTA

FTA$169 − $58 = $111

KYC$0 − $35 = −$35

KeptFee

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