SHRY vs FTCS

ASHRY

BFTCS

Measures won4–2SHRY wins · of 6 · 5Y

$10,000 · 5Y$15,646SHRY · FTCS $13,882

Lowest cost0.53%FTCS · $53 on $10k

Most income1.53%SHRY · $153 on $10k

Smallest drop−7.6%SHRY · worst fall in 1Y

Held in common21.0%SHRY and FTCS

SHRY

FTCS

First Trust Bloomberg Shareholder Yield ETF · $17MFirst Trust Capital Strength ETF · $8.0B

+19.5%3 years · per year$17,056 · $14,831+14.0%

+9.4%5 years · per year$15,646 · $13,882+6.8%

0.60%Expense ratio$60 · $53 on $10k · lower wins0.53%

1.53%12-mo yield$153 · $110 on $10k1.10%

−7.6%Worst dropSmaller wins−8.1%

13.3%VolatilityLower wins11.6%

4–2SHRY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHRY · FTCS

2.0%LMT2.0%

2.2%CL2.0%

2.9%AMP2.0%

2.4%CME2.0%

Held in common21.0%

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

Both

5Y2 funds

#			Trend
1	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.53%	−2.1%	+16.9%	+20.4%	+19.5%	+9.4%	−7.6%	$17M
2	BFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.0B

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

Both

5Y2 funds

#			Trend
1	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.53%	−2.1%	+16.9%	+20.4%	+19.5%	+9.4%	−7.6%	$17M
2	BFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.10%	−1.9%	+13.2%	+15.4%	+14.0%	+6.8%	−8.1%	$8.0B

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

SHRY vs FTCS

SHRY

First Trust Bloomberg Shareholder Yield

$15,646

FTCS

First Trust Capital Strength

$13,882

MeasureSHRYFTCS

Fee0.60%0.53%

Cost on $10k a year$60$53

Yield1.53%1.10%

5 years, per year+9.4%+6.8%

3 years, per year+19.5%+14.0%

Worst drop · 1Y−7.6%−8.1%

Volatility · 1Y13.3%11.6%

4–2measures won
SHRY first

21.0%

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: SHRY, FTCS

Today

21.0%most shared, SHRY and FTCS

SHRYFTCS

SHRY—21.0%

FTCS21.0%—

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

Income After Fees on $10,000

$93most kept, SHRY

SHRY$153 − $60 = $93

FTCS$110 − $53 = $57

KeptFee

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