LDSF vs JPST

ALDSF

BJPST

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,113JPST · LDSF $11,325

Lowest cost0.10%LDSF · $10 on $10k

Most income4.77%LDSF · $477 on $10k

Smallest drop−0.2%JPST · worst fall in 1Y

Held in common[…]LDSF and JPST

LDSF

JPST

First Trust Low Duration Strategic Focus ETF · $160MJPMorgan Ultra-Short Income ETF · $42.5B

+5.6%3 years · per year$11,776 · $11,561+5.0%

+2.5%5 years · per year$11,325 · $12,113+3.9%

0.10%Expense ratio$10 · $18 on $10k · lower wins0.18%

4.77%12-mo yield$477 · $414 on $10k4.14%

−2.0%Worst dropSmaller wins−0.2%

2.3%VolatilityLower wins0.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLDSF · JPST

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

Held in common[…]

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	BJPST	JPMorgan Ultra-Short Income ETFRead Desk		0.18%	4.14%	0.0%	+2.8%	+3.6%	+5.0%	+3.9%	−0.2%	$42.5B
2	ALDSF	First Trust Low Duration Strategic Focus ETFRead Desk		0.10%	4.77%	+0.1%	+1.1%	+2.2%	+5.6%	+2.5%	−2.0%	$160M

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	BJPST	JPMorgan Ultra-Short Income ETFRead Desk		0.18%	4.14%	0.0%	+2.8%	+3.6%	+5.0%	+3.9%	−0.2%	$42.5B
2	ALDSF	First Trust Low Duration Strategic Focus ETFRead Desk		0.10%	4.77%	+0.1%	+1.1%	+2.2%	+5.6%	+2.5%	−2.0%	$160M

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

LDSF vs JPST

LDSF

First Trust Low Duration Strategic Focus

$11,325

JPST

JPMorgan Ultra-Short Income

$12,113

MeasureLDSFJPST

Fee0.10%0.18%

Cost on $10k a year$10$18

Yield4.77%4.14%

5 years, per year+2.5%+3.9%

3 years, per year+5.6%+5.0%

Worst drop · 1Y−2.0%−0.2%

Volatility · 1Y2.3%0.5%

3–3measures won
level

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: LDSF, JPST

Today

[…]holdings […]

LDSFJPST

LDSF—[…]

JPST[…]—

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

Income After Fees on $10,000

$467most kept, LDSF

LDSF$477 − $10 = $467

JPST$414 − $18 = $396

KeptFee

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