LDSF vs FUSI

ALDSF

BFUSI

Measures won3–2LDSF wins · of 6 · 5Y

$10,000 · 5Y$11,340LDSF

Lowest cost0.10%LDSF · $10 on $10k

Most income4.77%LDSF · $477 on $10k

Smallest drop−0.5%FUSI · worst fall in 1Y

Held in common[…]LDSF and FUSI

LDSF

FUSI

First Trust Low Duration Strategic Focus ETF · $160MAmerican Century Ultrashort Income ETF · $73M

+5.6%3 years · per year$11,762 · $11,748+5.5%

+2.5%5 years · per year$11,340 · […][…]

0.10%Expense ratio$10 · $19 on $10k · lower wins0.19%

4.77%12-mo yield$477 · $444 on $10k4.44%

−2.0%Worst dropSmaller wins−0.5%

2.3%VolatilityLower wins1.2%

3–2LDSF wins

$10,000 · 5 yearsOne scale

Shared top holdingsLDSF · 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	ALDSF	First Trust Low Duration Strategic Focus ETFRead Desk		0.10%	4.77%	+0.3%	+1.1%	+2.0%	+5.6%	+2.5%	−2.0%	$160M
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	ALDSF	First Trust Low Duration Strategic Focus ETFRead Desk		0.10%	4.77%	+0.3%	+1.1%	+2.0%	+5.6%	+2.5%	−2.0%	$160M
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

LDSF vs FUSI

LDSF

First Trust Low Duration Strategic Focus

$11,340

FUSI

American Century Ultrashort Income

[…]

MeasureLDSFFUSI

Fee0.10%0.19%

Cost on $10k a year$10$19

Yield4.77%4.44%

5 years, per year+2.5%[…]

3 years, per year+5.6%+5.5%

Worst drop · 1Y−2.0%−0.5%

Volatility · 1Y2.3%1.2%

3–2measures won
LDSF 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: LDSF, FUSI

Today

[…]holdings […]

LDSFFUSI

LDSF—[…]

FUSI[…]—

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

Income After Fees on $10,000

$467most kept, LDSF

LDSF$477 − $10 = $467

FUSI$444 − $19 = $425

KeptFee

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