SCEP vs FTHI

ASCEP

BFTHI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,807FTHI

Lowest cost0.65%SCEP · $65 on $10k

Most income9.35%FTHI · $935 on $10k

Smallest drop−5.5%FTHI · worst fall in 1Y

Held in common38.2%SCEP and FTHI

SCEP

FTHI

Sterling Capital Hedged Equity Premium Income ETF · $237MFirst Trust BuyWrite Income ETF · $2.6B

[…]3 years · per year[…] · $14,669+13.6%

[…]5 years · per year[…] · $15,807+9.6%

0.65%Expense ratio$65 · $75 on $10k · lower wins0.75%

6.40%12-mo yield$640 · $935 on $10k9.35%

[…]Worst dropSmaller wins−5.5%

[…]VolatilityLower wins10.2%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCEP · FTHI

6.8%AAPL8.4%

5.2%NVDA6.0%

5.0%MSFT3.4%

5.1%AMZN2.8%

Held in common38.2%

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	BFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.35%	+0.4%	+3.1%	+4.2%	+13.6%	+9.6%	−5.5%	$2.6B
2	ASCEP	Sterling Capital Hedged Equity Premium Income ETFRead Desk		0.65%	6.40%	+0.4%	+2.5%	new	new	new	[…]	$237M

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	BFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.35%	+0.4%	+3.1%	+4.2%	+13.6%	+9.6%	−5.5%	$2.6B
2	ASCEP	Sterling Capital Hedged Equity Premium Income ETFRead Desk		0.65%	6.40%	+0.4%	+2.5%	new	new	new	[…]	$237M

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

SCEP vs FTHI

SCEP

Sterling Capital Hedged Equity Premium Income

[…]

FTHI

First Trust BuyWrite Income

$15,807

MeasureSCEPFTHI

Fee0.65%0.75%

Cost on $10k a year$65$75

Yield6.40%9.35%

5 years, per year[…]+9.6%

3 years, per year[…]+13.6%

Worst drop · 1Y[…]−5.5%

Volatility · 1Y[…]10.2%

1–1measures won
level

38.2%

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: SCEP, FTHI

Today

38.2%most shared, SCEP and FTHI

SCEPFTHI

SCEP—38.2%

FTHI38.2%—

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

Income After Fees on $10,000

$860most kept, FTHI

FTHI$935 − $75 = $860

SCEP$640 − $65 = $575

KeptFee

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