LMBS vs HISF

ALMBS

BHISF

Measures won4–2LMBS wins · of 6 · 5Y

$10,000 · 5Y$11,706LMBS · HISF $10,702

Lowest cost0.10%HISF · $10 on $10k

Most income5.22%HISF · $522 on $10k

Smallest drop−2.0%LMBS · worst fall in 1Y

Held in common0.0%LMBS and HISF

LMBS

HISF

First Trust Low Duration Opportunities ETF · $6.6BFirst Trust High Income Strategic Focus ETF · $88M

+6.0%3 years · per year$11,913 · $11,814+5.7%

+3.2%5 years · per year$11,706 · $10,702+1.4%

0.66%Expense ratio$66 · $10 on $10k · lower wins0.10%

4.15%12-mo yield$415 · $522 on $10k5.22%

−2.0%Worst dropSmaller wins−4.1%

2.1%VolatilityLower wins3.7%

4–2LMBS wins

$10,000 · 5 yearsOne scale

Shared top holdingsLMBS · HISF

0.0%LGOV7.2%

0.0%SCIO5.0%

Held in common0.0%

End-of-day Nov 6, 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	ALMBS	First Trust Low Duration Opportunities ETFRead Desk		0.66%	4.15%	+0.1%	+1.7%	+2.7%	+6.0%	+3.2%	−2.0%	$6.6B
2	BHISF	First Trust High Income Strategic Focus ETFRead Desk		0.10%	5.22%	0.0%	−0.5%	+0.7%	+5.7%	+1.4%	−4.1%	$88M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ALMBS	First Trust Low Duration Opportunities ETFRead Desk		0.66%	4.15%	+0.1%	+1.7%	+2.7%	+6.0%	+3.2%	−2.0%	$6.6B
2	BHISF	First Trust High Income Strategic Focus ETFRead Desk		0.10%	5.22%	0.0%	−0.5%	+0.7%	+5.7%	+1.4%	−4.1%	$88M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LMBS vs HISF

LMBS

First Trust Low Duration Opportunities

$11,706

HISF

First Trust High Income Strategic Focus

$10,702

MeasureLMBSHISF

Fee0.66%0.10%

Cost on $10k a year$66$10

Yield4.15%5.22%

5 years, per year+3.2%+1.4%

3 years, per year+6.0%+5.7%

Worst drop · 1Y−2.0%−4.1%

Volatility · 1Y2.1%3.7%

4–2measures won
LMBS first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LMBS, HISF

Today

0.0%most shared, LMBS and HISF

LMBSHISF

LMBS—0.0%

HISF0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$512most kept, HISF

HISF$522 − $10 = $512

LMBS$415 − $66 = $349

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee