SMTH vs FIXD

ASMTH

BFIXD

Measures won3–1SMTH wins · of 6 · 5Y

$10,000 · 5Y$9,614FIXD

Lowest cost0.59%SMTH · $59 on $10k

Most income4.82%FIXD · $482 on $10k

Smallest drop−4.6%SMTH · worst fall in 1Y

Held in common0.1%SMTH and FIXD

SMTH

FIXD

ALPS Funds Smith Core Plus Bond ETF · $3.7BFirst Trust Smith Opportunistic Fixed Income ETF · $2.8B

[…]3 years · per year[…] · $11,700+5.4%

[…]5 years · per year[…] · $9,614−0.8%

0.59%Expense ratio$59 · $65 on $10k · lower wins0.65%

4.42%12-mo yield$442 · $482 on $10k4.82%

−4.6%Worst dropSmaller wins−5.4%

3.9%VolatilityLower wins4.4%

3–1SMTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMTH · FIXD

0.1%JXN-PA0.1%

Held in common0.1%

End-of-day Nov 4, 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	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B
2	ASMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk		0.59%	4.42%	+0.3%	−0.4%	0.0%	new	new	−4.6%	$3.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B
2	ASMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk		0.59%	4.42%	+0.3%	−0.4%	0.0%	new	new	−4.6%	$3.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMTH vs FIXD

SMTH

ALPS Funds Smith Core Plus Bond

[…]

FIXD

First Trust Smith Opportunistic Fixed Income

$9,614

MeasureSMTHFIXD

Fee0.59%0.65%

Cost on $10k a year$59$65

Yield4.42%4.82%

5 years, per year[…]−0.8%

3 years, per year[…]+5.4%

Worst drop · 1Y−4.6%−5.4%

Volatility · 1Y3.9%4.4%

3–1measures won
SMTH first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SMTH, FIXD

Today

0.1%most shared, SMTH and FIXD

SMTHFIXD

SMTH—0.1%

FIXD0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

SMTH$442 − $59 = $383

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee