SHRY vs FTCS

ASHRY

BFTCS

Measures won4–2SHRY wins · of 6 · 5Y

$10,000 · 5Y$15,418SHRY · FTCS $13,686

Lowest cost0.53%FTCS · $53 on $10k

Most income1.55%SHRY · $155 on $10k

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

Held in common21.1%SHRY and FTCS

SHRY

FTCS

First Trust Bloomberg Shareholder Yield ETF · $17MFirst Trust Capital Strength ETF · $8.2B

+18.8%3 years · per year$16,775 · $14,567+13.4%

+9.0%5 years · per year$15,418 · $13,686+6.5%

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

1.55%12-mo yield$155 · $112 on $10k1.12%

−7.6%Worst dropSmaller wins−8.1%

13.3%VolatilityLower wins11.7%

4–2SHRY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHRY · FTCS

2.2%CL2.0%

2.5%CME2.0%

2.3%CB2.0%

2.0%LMT2.0%

Held in common21.1%

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

All Three

5Y3 funds

#
1	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk	0.60%	1.55%	−1.3%	+15.3%	+17.9%	+18.8%	+9.0%	−7.6%	$17M
2	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$8.2B
3	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	0.0%	+13.7%	new	new	new	[…]	$7.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk	0.60%	1.55%	−1.3%	+15.3%	+17.9%	+18.8%	+9.0%	−7.6%	$17M
2	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$8.2B
3	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	0.0%	+13.7%	new	new	new	[…]	$7.8B

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

SHRY vs FTCS

SHRY

First Trust Bloomberg Shareholder Yield

$15,418

FTCS

First Trust Capital Strength

$13,687

MeasureSHRYFTCS

Fee0.60%0.53%

Cost on $10k a year$60$53

Yield1.55%1.12%

5 years, per year+9.0%+6.5%

3 years, per year+18.8%+13.4%

Worst drop · 1Y−7.6%−8.1%

Volatility · 1Y13.3%11.7%

4–2measures won
SHRY first

21.1%

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: SHRY, FTCS, IALT

Today

21.1%most shared, SHRY and FTCS

SHRYFTCSIALT

SHRY—21.1%9.8%

FTCS21.1%—6.1%

IALT9.8%6.1%—

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

Income After Fees on $10,000

$95most kept, SHRY

SHRY$155 − $60 = $95

FTCS$112 − $53 = $59

IALT$39 − $99 = −$60

KeptFee

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