TOS vs FTCS5YTOSTOSAvsBFTCSFTCSTwin Oak Strategic Solutions ETF · $144MFirst Trust Capital Strength ETF · $8.1BReturns · dividends in[…]3 years · per year[…] · $14,565+13.4%[…]5 years · per year[…] · $13,827+6.7%Cost and income0.36%Expense ratio$36 · $53 on $10k · lower wins0.53%0.00%12-mo yield$0 · $109 on $10k1.09%Risk · 1 year
$10,000 in TOS, FTCS, CGBL5Y$10k startFTCS $13.8kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: TOS, FTCS, CGBLToday8.2%most shared, FTCS and CGBLTOSFTCSCGBLTOS—4.5%6.0%FTCS4.5%—8.2%CGBL6.0%8.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
TOS vs FTCS5YATOSTwin Oak Strategic Solutions[…]vsFTCSBFirst Trust Capital Strength$13,827MeasureTOSFTCSFee0.36%0.53%Cost on $10k a year$36$53Yield0.00%1.09%5 years, per year[…]+6.7%3 years, per year[…]+13.4%Worst drop · 1Y[…]−8.1%Volatility · 1Y[…]11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFTCSFirst Trust Capital Strength ETFReadDesk0.53%1.09%+0.5%+14.4%+14.7%+13.4%+6.7%−8.1%$8.1B2ATOSTwin Oak Strategic Solutions ETFReadDesk0.36%0.00%−1.1%newnewnewnew[…]$144M3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.2%+6.0%+7.6%+15.7%new−7.9%$8.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFTCSFirst Trust Capital Strength ETFReadDesk0.53%1.09%+0.5%+14.4%+14.7%+13.4%+6.7%−8.1%$8.1B2ATOSTwin Oak Strategic Solutions ETFReadDesk0.36%0.00%−1.1%newnewnewnew[…]$144M3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.2%+6.0%+7.6%+15.7%new−7.9%$8.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: TOS, FTCS, CGBLToday8.2%most shared, FTCS and CGBLTOSFTCSCGBLTOS—4.5%6.0%FTCS4.5%—8.2%CGBL6.0%8.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$162most kept, CGBLCGBL$195 − $33 = $162FTCS$109 − $53 = $56TOS$0 − $36 = −$36KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee