THOR vs FTHI

ATHOR

BFTHI

Measures won0–2FTHI wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FTHI $16,274

Lowest cost0.06%SCHD · $6 on $10k

Most income9.05%FTHI · $905 on $10k

Smallest drop−5.5%FTHI · worst fall in 1Y

Held in common6.5%THOR and FTHI

THOR

FTHI

Thornburg Premium Income Builder ETF · $52MFirst Trust BuyWrite Income ETF · $2.5B

[…]3 years · per year[…] · $15,375+15.4%

[…]5 years · per year[…] · $16,274+10.2%

0.79%Expense ratio$79 · $75 on $10k · lower wins0.75%

0.41%12-mo yield$41 · $905 on $10k9.05%

[…]Worst dropSmaller wins−5.5%

[…]VolatilityLower wins9.5%

0–2FTHI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHOR · FTHI

2.6%AVGO1.9%

1.3%ABBV1.2%

1.5%NVS0.7%

1.2%C0.5%

Held in common6.5%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.05%	+0.7%	+6.6%	+7.3%	+15.4%	+10.2%	−5.5%	$2.5B
3	ATHOR	Thornburg Premium Income Builder ETFRead Desk	0.79%	0.41%	+2.4%	new	new	new	new	[…]	$52M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BFTHI	First Trust BuyWrite Income ETFRead Desk	0.75%	9.05%	+0.7%	+6.6%	+7.3%	+15.4%	+10.2%	−5.5%	$2.5B
3	ATHOR	Thornburg Premium Income Builder ETFRead Desk	0.79%	0.41%	+2.4%	new	new	new	new	[…]	$52M

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

THOR vs FTHI

THOR

Thornburg Premium Income Builder

[…]

FTHI

First Trust BuyWrite Income

$16,274

MeasureTHORFTHI

Fee0.79%0.75%

Cost on $10k a year$79$75

Yield0.41%9.05%

5 years, per year[…]+10.2%

3 years, per year[…]+15.4%

Worst drop · 1Y[…]−5.5%

Volatility · 1Y[…]9.5%

2–0measures won
FTHI first

6.5%

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: THOR, FTHI, SCHD

Today

6.5%most shared, THOR and FTHI

THORFTHISCHD

THOR—6.5%4.3%

FTHI6.5%—6.0%

SCHD4.3%6.0%—

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

Income After Fees on $10,000

$830most kept, FTHI

FTHI$905 − $75 = $830

SCHD$291 − $6 = $285

THOR$41 − $79 = −$38

KeptFee

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