MSSS vs FDAT

AMSSS

BFDAT

Measures won0–4FDAT wins · of 6 · 5Y

$10,000 · 5Y$13,882FTCS

Lowest cost0.53%FTCS · $53 on $10k

Most income6.15%FDAT · $615 on $10k

Smallest drop−6.3%FDAT · worst fall in 1Y

Held in common11.9%MSSS and FDAT

MSSS

FDAT

Monarch Select Subsector ETF · $154MTactical Advantage ETF · $36M

[…]3 years · per year[…] · $13,051+9.3%

[…]5 years · per year[…]

1.42%Expense ratio$142 · $74 on $10k · lower wins0.74%

0.19%12-mo yield$19 · $615 on $10k6.15%

−10.2%Worst dropSmaller wins−6.3%

13.9%VolatilityLower wins10.5%

0–4FDAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSSS · FDAT

10.7%IHI4.4%

10.0%XLRE4.1%

9.9%XLU3.3%

Held in common11.9%

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

All Three

5Y3 funds

#
1	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.0B
2	AMSSS	Monarch Select Subsector ETFRead Desk	1.42%	0.19%	−1.9%	+24.6%	+26.2%	new	new	−10.2%	$154M
3	BFDAT	Tactical Advantage ETFRead Desk	0.74%	6.15%	−3.6%	+0.9%	+1.9%	+9.3%	new	−6.3%	$36M

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

All Three

5Y3 funds

#
1	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.0B
2	AMSSS	Monarch Select Subsector ETFRead Desk	1.42%	0.19%	−1.9%	+24.6%	+26.2%	new	new	−10.2%	$154M
3	BFDAT	Tactical Advantage ETFRead Desk	0.74%	6.15%	−3.6%	+0.9%	+1.9%	+9.3%	new	−6.3%	$36M

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

MSSS vs FDAT

MSSS

Monarch Select Subsector

[…]

FDAT

Tactical Advantage

[…]

MeasureMSSSFDAT

Fee1.42%0.74%

Cost on $10k a year$142$74

Yield0.19%6.15%

5 years, per year[…][…]

3 years, per year[…]+9.3%

Worst drop · 1Y−10.2%−6.3%

Volatility · 1Y13.9%10.5%

4–0measures won
FDAT first

11.9%

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: MSSS, FDAT, FTCS

Today

11.9%most shared, MSSS and FDAT

MSSSFDATFTCS

MSSS—11.9%0.0%

FDAT11.9%—0.0%

FTCS0.0%0.0%—

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

Income After Fees on $10,000

$541most kept, FDAT

FDAT$615 − $74 = $541

FTCS$110 − $53 = $57

MSSS$19 − $142 = −$123

KeptFee

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