SDVY vs FMTM

ASDVY

BFMTM

Measures won3–1SDVY wins · of 6 · 5Y

$10,000 · 5Y$15,495SDVY

Lowest cost0.45%FMTM · $45 on $10k

Most income1.00%SDVY · $100 on $10k

Smallest drop−9.5%SDVY · worst fall in 1Y

Held in common4.4%SDVY and FMTM

SDVY

FMTM

First Trust SMID Cap Rising Dividend Achievers ETF · $11.1BMarketDesk Focused U.S. Momentum ETF · $263M

+17.4%3 years · per year$16,189 · […][…]

+9.2%5 years · per year$15,495 · […][…]

0.58%Expense ratio$58 · $45 on $10k · lower wins0.45%

1.00%12-mo yield$100 · $26 on $10k0.26%

−9.5%Worst dropSmaller wins−16.0%

14.5%VolatilityLower wins27.2%

3–1SDVY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDVY · FMTM

1.1%THG3.5%

1.1%RGA3.4%

0.8%PAYC3.3%

0.7%NTAP3.0%

Held in common4.4%

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	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk		0.58%	1.00%	−0.2%	+10.2%	+12.5%	+17.4%	+9.2%	−9.5%	$11.1B
2	BFMTM	MarketDesk Focused U.S. Momentum ETFRead Desk		0.45%	0.26%	−1.2%	+14.1%	+15.5%	new	new	−16.0%	$263M

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	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk		0.58%	1.00%	−0.2%	+10.2%	+12.5%	+17.4%	+9.2%	−9.5%	$11.1B
2	BFMTM	MarketDesk Focused U.S. Momentum ETFRead Desk		0.45%	0.26%	−1.2%	+14.1%	+15.5%	new	new	−16.0%	$263M

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

SDVY vs FMTM

SDVY

First Trust SMID Cap Rising Dividend Achievers

$15,495

FMTM

MarketDesk Focused U.S. Momentum

[…]

MeasureSDVYFMTM

Fee0.58%0.45%

Cost on $10k a year$58$45

Yield1.00%0.26%

5 years, per year+9.2%[…]

3 years, per year+17.4%[…]

Worst drop · 1Y−9.5%−16.0%

Volatility · 1Y14.5%27.2%

3–1measures won
SDVY first

4.4%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SDVY, FMTM

Today

4.4%most shared, SDVY and FMTM

SDVYFMTM

SDVY—4.4%

FMTM4.4%—

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

Income After Fees on $10,000

$42most kept, SDVY

SDVY$100 − $58 = $42

FMTM$26 − $45 = −$19

KeptFee

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