LQDW vs FTHI

ALQDW

BFTHI

Measures won4–1LQDW wins · of 6 · 5Y

$10,000 · 5Y$16,274FTHI

Lowest cost0.34%LQDW · $34 on $10k

Most income12.39%LQDW · $1,239 on $10k

Smallest drop−3.4%LQDW · worst fall in 1Y

Held in common[…]LQDW and FTHI

LQDW

FTHI

iShares Investment Grade Corporate Bond BuyWrite Strategy ETF · $350MFirst Trust BuyWrite Income ETF · $2.5B

+5.3%3 years · per year$11,675 · $15,375+15.4%

[…]5 years · per year[…] · $16,274+10.2%

0.34%Expense ratio$34 · $75 on $10k · lower wins0.75%

12.39%12-mo yield$1,239 · $905 on $10k9.05%

−3.4%Worst dropSmaller wins−5.5%

4.3%VolatilityLower wins9.5%

4–1LQDW wins

$10,000 · 5 yearsOne scale

Shared top holdingsLQDW · FTHI

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	BFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.05%	+0.7%	+6.6%	+7.3%	+15.4%	+10.2%	−5.5%	$2.5B
2	ALQDW	iShares Investment Grade Corporate Bond BuyWrite Strategy ETFRead Desk		0.34%	12.39%	+0.6%	+1.6%	+2.6%	+5.3%	new	−3.4%	$350M

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	BFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.05%	+0.7%	+6.6%	+7.3%	+15.4%	+10.2%	−5.5%	$2.5B
2	ALQDW	iShares Investment Grade Corporate Bond BuyWrite Strategy ETFRead Desk		0.34%	12.39%	+0.6%	+1.6%	+2.6%	+5.3%	new	−3.4%	$350M

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

LQDW vs FTHI

LQDW

iShares Investment Grade Corporate Bond BuyWrite Strategy

[…]

FTHI

First Trust BuyWrite Income

$16,274

MeasureLQDWFTHI

Fee0.34%0.75%

Cost on $10k a year$34$75

Yield12.39%9.05%

5 years, per year[…]+10.2%

3 years, per year+5.3%+15.4%

Worst drop · 1Y−3.4%−5.5%

Volatility · 1Y4.3%9.5%

4–1measures won
LQDW 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: LQDW, FTHI

Today

[…]holdings […]

LQDWFTHI

LQDW—[…]

FTHI[…]—

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

Income After Fees on $10,000

$1,205most kept, LQDW

LQDW$1,239 − $34 = $1,205

FTHI$905 − $75 = $830

KeptFee

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