MSSS vs FTCS

AMSSS

BFTCS

Measures won0–4FTCS wins · of 6 · 5Y

$10,000 · 5Y$13,941FTCS

Lowest cost0.31%TCAF · $31 on $10k

Most income1.10%FTCS · $110 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common0.0%MSSS and FTCS

MSSS

FTCS

Monarch Select Subsector ETF · $154MFirst Trust Capital Strength ETF · $7.9B

[…]3 years · per year[…] · $14,554+13.3%

[…]5 years · per year[…] · $13,941+6.9%

1.42%Expense ratio$142 · $53 on $10k · lower wins0.53%

0.19%12-mo yield$19 · $110 on $10k1.10%

−10.2%Worst dropSmaller wins−8.1%

14.0%VolatilityLower wins11.8%

0–4FTCS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSSS · FTCS

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

Held in common0.0%

End-of-day Nov 9, 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	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
2	AMSSS	Monarch Select Subsector ETFRead Desk	1.42%	0.19%	+2.0%	+26.1%	+28.7%	new	new	−10.2%	$154M
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	+2.2%	+13.1%	+14.3%	+20.4%	new	−10.8%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
2	AMSSS	Monarch Select Subsector ETFRead Desk	1.42%	0.19%	+2.0%	+26.1%	+28.7%	new	new	−10.2%	$154M
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	+2.2%	+13.1%	+14.3%	+20.4%	new	−10.8%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MSSS vs FTCS

MSSS

Monarch Select Subsector

[…]

FTCS

First Trust Capital Strength

$13,941

MeasureMSSSFTCS

Fee1.42%0.53%

Cost on $10k a year$142$53

Yield0.19%1.10%

5 years, per year[…]+6.9%

3 years, per year[…]+13.3%

Worst drop · 1Y−10.2%−8.1%

Volatility · 1Y14.0%11.8%

4–0measures won
FTCS first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: MSSS, FTCS, TCAF

Today

4.4%most shared, FTCS and TCAF

MSSSFTCSTCAF

MSSS—0.0%0.0%

FTCS0.0%—4.4%

TCAF0.0%4.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$57most kept, FTCS

FTCS$110 − $53 = $57

TCAF$44 − $31 = $13

MSSS$19 − $142 = −$123

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee