SHRY vs TCAF

ASHRY

BTCAF

Measures won2–3TCAF wins · of 6 · 5Y

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

Lowest cost0.31%TCAF · $31 on $10k

Most income1.55%SHRY · $155 on $10k

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

Held in common1.2%SHRY and TCAF

SHRY

TCAF

First Trust Bloomberg Shareholder Yield ETF · $17MT. Rowe Capital Appreciation Equity ETF · $7.9B

+18.8%3 years · per year$16,775 · $17,395+20.3%

+9.0%5 years · per year$15,418 · […][…]

0.60%Expense ratio$60 · $31 on $10k · lower wins0.31%

1.55%12-mo yield$155 · $45 on $10k0.45%

−7.6%Worst dropSmaller wins−10.8%

13.3%VolatilityLower wins13.1%

2–3TCAF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHRY · TCAF

2.1%ABT0.8%

2.5%COP0.3%

Held in common1.2%

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

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	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$7.9B
3	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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	FTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$7.9B
3	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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 TCAF

SHRY

First Trust Bloomberg Shareholder Yield

$15,418

TCAF

T. Rowe Capital Appreciation Equity

[…]

MeasureSHRYTCAF

Fee0.60%0.31%

Cost on $10k a year$60$31

Yield1.55%0.45%

5 years, per year+9.0%[…]

3 years, per year+18.8%+20.3%

Worst drop · 1Y−7.6%−10.8%

Volatility · 1Y13.3%13.1%

3–2measures won
TCAF first

1.2%

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%

$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: SHRY, TCAF, FTCS

Today

21.1%most shared, SHRY and FTCS

SHRYTCAFFTCS

SHRY—1.2%21.1%

TCAF1.2%—4.5%

FTCS21.1%4.5%—

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

TCAF$45 − $31 = $14

KeptFee

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