SHRY vs FTCS

ASHRY

BFTCS

Measures won4–2SHRY wins · of 6 · 5Y

$10,000 · 5Y$15,492SHRY · FTCS $13,941

Lowest cost0.31%TCAF · $31 on $10k

Most income1.54%SHRY · $154 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 · $7.9B

+18.4%3 years · per year$16,617 · $14,554+13.3%

+9.2%5 years · per year$15,492 · $13,941+6.9%

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

1.54%12-mo yield$154 · $110 on $10k1.10%

−7.6%Worst dropSmaller wins−8.1%

13.3%VolatilityLower wins11.8%

4–2SHRY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHRY · FTCS

2.5%CME2.0%

2.2%CL2.0%

2.3%CB2.0%

2.0%LMT2.0%

Held in common21.1%

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	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk	0.60%	1.54%	+1.0%	+16.5%	+20.2%	+18.4%	+9.2%	−7.6%	$17M
2	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
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	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk	0.60%	1.54%	+1.0%	+16.5%	+20.2%	+18.4%	+9.2%	−7.6%	$17M
2	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
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

SHRY vs FTCS

SHRY

First Trust Bloomberg Shareholder Yield

$15,493

FTCS

First Trust Capital Strength

$13,942

MeasureSHRYFTCS

Fee0.60%0.53%

Cost on $10k a year$60$53

Yield1.54%1.10%

5 years, per year+9.2%+6.9%

3 years, per year+18.4%+13.3%

Worst drop · 1Y−7.6%−8.1%

Volatility · 1Y13.3%11.8%

4–2measures won
SHRY first

21.1%

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%

$122BAssets$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: SHRY, FTCS, TCAF

Today

21.1%most shared, SHRY and FTCS

SHRYFTCSTCAF

SHRY—21.1%1.1%

FTCS21.1%—4.4%

TCAF1.1%4.4%—

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

Income After Fees on $10,000

$94most kept, SHRY

SHRY$154 − $60 = $94

FTCS$110 − $53 = $57

TCAF$44 − $31 = $13

KeptFee

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